Atticus Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-55
| Closed | -$2.01K | – | 568 |
|
|
2024
Q1 | $2.01K | Sell |
55
-18
| -25% | -$659 | ﹤0.01% | 479 |
|
|
2023
Q4 | $2.65K | Hold |
73
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $2.53K | Hold |
73
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $2.58K | Hold |
73
| – | – | ﹤0.01% | 478 |
|
|
2023
Q1 | $2.6K | Hold |
73
| – | – | ﹤0.01% | 460 |
|
|
2022
Q4 | $2.52K | Sell |
73
-1,131
| -94% | -$39.1K | ﹤0.01% | 454 |
|
|
2022
Q3 | $42K | Hold |
1,204
| – | – | 0.02% | 254 |
|
|
2022
Q2 | $42K | Sell |
1,204
-3,130
| -72% | -$109K | 0.02% | 276 |
|
|
2022
Q1 | $168K | Buy |
+4,334
| New | +$168K | 0.06% | 158 |
|
|
2021
Q4 | – | Sell |
-350
| Closed | -$15K | – | 496 |
|
|
2021
Q3 | $15K | Buy |
+350
| New | +$15K | 0.01% | 331 |
|