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Bogart Wealth LLC’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Bogart Wealth LLC’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$542 – 1087
2023
Q3 		$542 Buy
+6
New +$545 ﹤0.01% 1003

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Bogart Wealth LLC's HYS Position: Q4 2023 in Review

Bogart Wealth LLC sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2023, closing a stake of 6 shares — an estimated $542 sold.

Bogart Wealth LLC first reported a position in HYS in Q3 2023 and held it in 1 quarter. The position peaked at $542 in Q3 2023. 229 funds tracked by Wall St. Rank hold HYS as of Q4 2023.

  • Bogart Wealth LLC reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 6 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $542.
  • Bogart Wealth LLC first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $542 in Q3 2023.
  • 229 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.