Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36,728
| Closed | -$1.5M | – | 1075 |
|
|
2022
Q4 | $1.5M | Buy |
36,728
+36,655
| +50,212% | +$1.5M | 0.14% | 71 |
|
|
2022
Q3 | $3K | Sell |
73
-80
| -52% | -$3.29K | ﹤0.01% | 715 |
|
|
2022
Q2 | $6K | Buy |
+153
| New | +$6K | ﹤0.01% | 652 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$2K | – | 970 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 702 |
|
|
2021
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 673 |
|
|
2021
Q1 | – | Sell |
-1,587
| Closed | -$72K | – | 818 |
|
|
2020
Q4 | $72K | Buy |
1,587
+1,573
| +11,236% | +$71.4K | 0.01% | 215 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 610 |
|
|
2020
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 623 |
|