Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-107
| Closed | -$9K | – | 265 |
|
|
2018
Q2 | $9K | Hold |
107
| – | – | 0.01% | 375 |
|
|
2018
Q1 | $9K | Buy |
+107
| New | +$9K | 0.01% | 361 |
|
|
2017
Q4 | – | Sell |
-205
| Closed | -$18K | – | 475 |
|
|
2017
Q3 | $18K | Buy |
205
+29
| +16% | +$2.55K | 0.01% | 295 |
|
|
2017
Q2 | $16K | Hold |
176
| – | – | 0.01% | 304 |
|
|
2017
Q1 | $15K | Buy |
+176
| New | +$15K | 0.01% | 289 |
|