American Economic Planning Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $223K | Sell |
4,796
-12
| -0.2% | -$558 | 0.06% | 84 |
|
|
2019
Q2 | $225K | Buy |
4,808
+378
| +9% | +$17.7K | 0.07% | 83 |
|
|
2019
Q1 | $207K | Buy |
+4,430
| New | +$207K | 0.06% | 86 |
|
|
2018
Q1 | – | Sell |
-4,667
| Closed | -$220K | – | 87 |
|
|
2017
Q4 | $220K | Sell |
4,667
-199
| -4% | -$9.38K | 0.08% | 77 |
|
|
2017
Q3 | $233K | Sell |
4,866
-273
| -5% | -$13.1K | 0.09% | 69 |
|
|
2017
Q2 | $246K | Sell |
5,139
-6,849
| -57% | -$328K | 0.1% | 65 |
|
|
2017
Q1 | $573K | Sell |
11,988
-1,783
| -13% | -$85.2K | 0.23% | 32 |
|
|
2016
Q4 | $651K | Buy |
13,771
+3,391
| +33% | +$160K | 0.28% | 24 |
|
|
2016
Q3 | $606K | Hold |
10,380
| – | – | 0.24% | 26 |
|
|
2016
Q2 | $481K | Buy |
+10,380
| New | +$481K | 0.19% | 27 |
|