Cedar Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-305
| Closed | -$13.2K | – | 241 |
|
|
2024
Q3 | $13.2K | Buy |
305
+304
| +30,400% | +$13.2K | ﹤0.01% | 208 |
|
|
2024
Q2 | $42 | Hold |
1
| – | – | ﹤0.01% | 302 |
|
|
2024
Q1 | $43 | Sell |
1
-1
| -50% | -$43 | ﹤0.01% | 344 |
|
|
2023
Q4 | $84 | Buy |
2
+1
| +100% | +$42 | ﹤0.01% | 281 |
|
|
2023
Q3 | $41 | Buy |
+1
| New | +$41 | ﹤0.01% | 291 |
|
|
2022
Q4 | – | Sell |
-4,163
| Closed | -$166K | – | 332 |
|
|
2022
Q3 | $166K | Buy |
4,163
+2,686
| +182% | +$107K | 0.08% | 108 |
|
|
2022
Q2 | $60K | Sell |
1,477
-2,157
| -59% | -$87.6K | 0.03% | 158 |
|
|
2022
Q1 | $160K | Buy |
3,634
+82
| +2% | +$3.61K | 0.06% | 127 |
|
|
2021
Q4 | $161K | Hold |
3,552
| – | – | 0.07% | 132 |
|
|
2021
Q3 | $162K | Hold |
3,552
| – | – | 0.07% | 114 |
|
|
2021
Q2 | $164K | Hold |
3,552
| – | – | 0.07% | 114 |
|
|
2021
Q1 | $163K | Hold |
3,552
| – | – | 0.08% | 106 |
|
|
2020
Q4 | $161K | Hold |
3,552
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $156K | Sell |
3,552
-463
| -12% | -$20.3K | 0.1% | 97 |
|
|
2020
Q2 | $172K | Sell |
4,015
-604
| -13% | -$25.9K | 0.12% | 85 |
|
|
2020
Q1 | $189K | Buy |
4,619
+4,522
| +4,662% | +$185K | 0.13% | 79 |
|
|
2019
Q4 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 156 |
|