Atlas Private Wealth Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-300
| Closed | -$26K | – | 396 |
|
2021
Q3 | $26K | Hold |
300
| – | – | 0.01% | 309 |
|
2021
Q2 | $26K | Sell |
300
-1,000
| -77% | -$86.7K | 0.01% | 317 |
|
2021
Q1 | $114K | Hold |
1,300
| – | – | 0.06% | 146 |
|
2020
Q4 | $112K | Sell |
1,300
-1,500
| -54% | -$129K | 0.08% | 140 |
|
2020
Q3 | $232K | Sell |
2,800
-100
| -3% | -$8.29K | 0.19% | 91 |
|
2020
Q2 | $233K | Buy |
+2,900
| New | +$233K | 0.21% | 99 |
|