Clear Point Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
17,007
+1,002
| +6% | +$41.1K | 0.59% | 49 |
|
|
2025
Q1 | $644K | Buy |
16,005
+15
| +0.1% | +$604 | 0.58% | 51 |
|
|
2024
Q4 | $650K | Buy |
15,990
+209
| +1% | +$8.5K | 0.56% | 52 |
|
|
2024
Q3 | $658K | Buy |
15,781
+455
| +3% | +$19K | 0.51% | 51 |
|
|
2024
Q2 | $619K | Buy |
15,326
+2,086
| +16% | +$84.3K | 0.51% | 51 |
|
|
2024
Q1 | $544K | Buy |
13,240
+359
| +3% | +$14.8K | 0.45% | 61 |
|
|
2023
Q4 | $526K | Buy |
+12,881
| New | +$526K | 0.47% | 59 |
|