Cavalier Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,593
| Closed | -$1.28M | – | 158 |
|
|
2017
Q2 | $1.28M | Hold |
14,593
| – | – | 0.71% | 29 |
|
|
2017
Q1 | $1.28M | Buy |
+14,593
| New | +$1.28M | 0.72% | 28 |
|
|
2016
Q3 | – | Sell |
-8,780
| Closed | -$744K | – | 143 |
|
|
2016
Q2 | $744K | Hold |
8,780
| – | – | 0.44% | 48 |
|
|
2016
Q1 | $717K | Sell |
8,780
-410
| -4% | -$33.5K | 0.41% | 49 |
|
|
2015
Q4 | $741K | Buy |
+9,190
| New | +$741K | 0.44% | 39 |
|