BDO Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.53K | Hold |
87
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $6.57K | Buy |
87
+12
| +16% | +$907 | ﹤0.01% | 771 |
|
|
2022
Q4 | $5.52K | Hold |
75
| – | – | ﹤0.01% | 756 |
|
|
2022
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 812 |
|
|
2022
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 760 |
|
|
2022
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 795 |
|
|
2021
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 779 |
|
|
2021
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 779 |
|
|
2021
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 811 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$13K | – | 1207 |
|
|
2020
Q4 | $13K | Buy |
150
+101
| +206% | +$8.75K | ﹤0.01% | 522 |
|
|
2020
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 576 |
|
|
2020
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 622 |
|
|
2019
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 516 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$3K | – | 583 |
|
|
2018
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 532 |
|
|
2018
Q2 | $3K | Sell |
30
-71
| -70% | -$7.1K | ﹤0.01% | 546 |
|
|
2018
Q1 | $9K | Buy |
101
+30
| +42% | +$2.67K | ﹤0.01% | 405 |
|
|
2017
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 365 |
|
|
2017
Q3 | $6K | Sell |
71
-47
| -40% | -$3.97K | ﹤0.01% | 330 |
|
|
2017
Q2 | $10K | Buy |
+118
| New | +$10K | ﹤0.01% | 373 |
|