Cedar Brook Financial Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,467
| Closed | -$220K | – | 395 |
|
|
2022
Q4 | $220K | Buy |
+2,467
| New | +$220K | 0.06% | 331 |
|
|
2020
Q2 | – | Sell |
-2,564
| Closed | -$220K | – | 286 |
|
|
2020
Q1 | $220K | Buy |
2,564
+233
| +10% | +$20K | 0.12% | 211 |
|
|
2019
Q4 | $232K | Buy |
2,331
+17
| +0.7% | +$1.69K | 0.1% | 249 |
|
|
2019
Q3 | $231K | Buy |
+2,314
| New | +$231K | 0.1% | 247 |
|
|
2019
Q2 | – | Sell |
-2,210
| Closed | -$221K | – | 302 |
|
|
2019
Q1 | $221K | Buy |
+2,210
| New | +$221K | 0.11% | 250 |
|