Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-820
| Closed | -$59K | – | 639 |
|
|
2022
Q3 | $59K | Sell |
820
-51
| -6% | -$3.67K | 0.05% | 156 |
|
|
2022
Q2 | $64K | Buy |
871
+10
| +1% | +$735 | 0.05% | 159 |
|
|
2022
Q1 | $71K | Buy |
861
+7
| +0.8% | +$577 | 0.05% | 170 |
|
|
2021
Q4 | $74K | Buy |
854
+10
| +1% | +$867 | 0.05% | 191 |
|
|
2021
Q3 | $74K | Buy |
844
+9
| +1% | +$789 | 0.05% | 195 |
|
|
2021
Q2 | $74K | Hold |
835
| – | – | 0.05% | 204 |
|
|
2021
Q1 | $73K | Buy |
835
+52
| +7% | +$4.55K | 0.05% | 197 |
|
|
2020
Q4 | $68K | Buy |
+783
| New | +$68K | 0.05% | 172 |
|