Bernardo Wealth Planning’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
2021
Q2
Sell
-2,305
Closed -$200K 78
2021
Q1
$200K Sell
2,305
-870
-27% -$75.5K 0.13% 74
2020
Q4
$277K Buy
+3,175
New +$277K 0.11% 140
2020
Q1
Sell
-3,105
Closed -$273K 144
2019
Q4
$273K Buy
+3,105
New +$273K 0.17% 126