Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-98
| Closed | -$7.22K | – | 213 |
|
|
2022
Q4 | $7.22K | Hold |
98
| – | – | ﹤0.01% | 164 |
|
|
2022
Q3 | $7K | Hold |
98
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 165 |
|
|
2022
Q1 | $8K | Sell |
98
-525
| -84% | -$42.9K | ﹤0.01% | 175 |
|
|
2021
Q4 | $54K | Buy |
623
+525
| +536% | +$45.5K | 0.02% | 98 |
|
|
2021
Q3 | $9K | Hold |
98
| – | – | ﹤0.01% | 168 |
|
|
2021
Q2 | $9K | Hold |
98
| – | – | ﹤0.01% | 171 |
|
|
2021
Q1 | $9K | Hold |
98
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $9K | Buy |
+98
| New | +$9K | 0.01% | 149 |
|