CIA
HYLD

Cape Investment Advisory’s High Yield ETF HYLD Stock Holding History

Cape Investment Advisory’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-150
Closed -$3.83K – 949
2023
Q2 		$3.83K Hold
150
– – ﹤0.01% 699
2023
Q1 		$3.96K Buy
+150
New +$4.01K ﹤0.01% 721

Cape Investment Advisory's HYLD Position: Q3 2023 in Review

Cape Investment Advisory sold out of High Yield ETF (HYLD) in Q3 2023, closing a stake of 150 shares — an estimated $3.83K sold.

Cape Investment Advisory first reported a position in HYLD in Q1 2023 and held it in 2 quarters. The position peaked at $3.96K in Q1 2023. 0 funds tracked by Wall St. Rank hold HYLD as of Q3 2023.

  • Cape Investment Advisory reported no remaining High Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 150 High Yield ETF shares in Q3 2023, an estimated $3.83K.
  • Cape Investment Advisory first reported a position in High Yield ETF in Q1 2023 and held it in 2 quarters.
  • Cape Investment Advisory's High Yield ETF position peaked at $3.96K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2023.

Based on Cape Investment Advisory's 13F filing for Q3 2023, filed 7 Nov 2023.