B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,315
| Closed | -$218K | – | 1619 |
|
|
2022
Q4 | $218K | Sell |
6,315
-741
| -11% | -$25.6K | 0.01% | 1208 |
|
|
2022
Q3 | $238K | Buy |
7,056
+997
| +16% | +$33.6K | 0.01% | 1142 |
|
|
2022
Q2 | $211K | Buy |
6,059
+851
| +16% | +$29.6K | 0.01% | 1026 |
|
|
2022
Q1 | $204K | Sell |
5,208
-10,873
| -68% | -$426K | 0.01% | 1207 |
|
|
2021
Q4 | $663K | Buy |
16,081
+5,184
| +48% | +$214K | 0.02% | 681 |
|
|
2021
Q3 | $453K | Buy |
10,897
+750
| +7% | +$31.2K | 0.01% | 825 |
|
|
2021
Q2 | $425K | Buy |
10,147
+968
| +11% | +$40.5K | 0.01% | 850 |
|
|
2021
Q1 | $379K | Sell |
9,179
-294
| -3% | -$12.1K | 0.01% | 870 |
|
|
2020
Q4 | $391K | Sell |
9,473
-2,640
| -22% | -$109K | 0.02% | 618 |
|
|
2020
Q3 | $479K | Buy |
+12,113
| New | +$479K | 0.03% | 546 |
|
|
2020
Q2 | – | Sell |
-39,136
| Closed | -$1.39M | – | 904 |
|
|
2020
Q1 | $1.39M | Buy |
+39,136
| New | +$1.39M | 0.12% | 178 |
|