Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-480
| Closed | -$22K | – | 385 |
|
|
2018
Q2 | $22K | Hold |
480
| – | – | 0.02% | 313 |
|
|
2018
Q1 | $22K | Hold |
480
| – | – | 0.02% | 304 |
|
|
2017
Q4 | $23K | Sell |
480
-53
| -10% | -$2.54K | 0.02% | 283 |
|
|
2017
Q3 | $25K | Buy |
533
+53
| +11% | +$2.49K | 0.02% | 276 |
|
|
2017
Q2 | $23K | Hold |
480
| – | – | 0.02% | 281 |
|
|
2017
Q1 | $23K | Buy |
+480
| New | +$23K | 0.02% | 265 |
|