BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-246
| Closed | -$10K | – | 1077 |
|
|
2020
Q1 | $10K | Hold |
246
| – | – | ﹤0.01% | 495 |
|
|
2019
Q4 | $11K | Hold |
246
| – | – | ﹤0.01% | 521 |
|
|
2019
Q3 | $11K | Sell |
246
-25
| -9% | -$1.12K | ﹤0.01% | 494 |
|
|
2019
Q2 | $13K | Hold |
271
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $13K | Hold |
271
| – | – | ﹤0.01% | 495 |
|
|
2018
Q4 | $12K | Buy |
271
+246
| +984% | +$10.9K | ﹤0.01% | 456 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 611 |
|
|
2018
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 633 |
|