Claro Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,372
| Closed | -$334K | – | 459 |
|
|
2024
Q1 | $334K | Buy |
7,372
+164
| +2% | +$7.43K | 0.06% | 298 |
|
|
2023
Q4 | $327K | Sell |
7,208
-46
| -0.6% | -$2.09K | 0.07% | 273 |
|
|
2023
Q3 | $313K | Sell |
7,254
-135
| -2% | -$5.83K | 0.08% | 269 |
|
|
2023
Q2 | $326K | Buy |
7,389
+807
| +12% | +$35.6K | 0.08% | 252 |
|
|
2023
Q1 | $294K | Buy |
+6,582
| New | +$294K | 0.09% | 254 |
|