Colton Groome Financial 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
Q1 | – | Sell |
-3,516
| Closed | -$306K | – | 115 |
|
|
2021
Q4 | $306K | Sell |
3,516
-664
| -16% | -$57.8K | 0.12% | 99 |
|
|
2021
Q3 | $366K | Sell |
4,180
-307
| -7% | -$26.9K | 0.16% | 87 |
|
|
2021
Q2 | $395K | Buy |
4,487
+244
| +6% | +$21.5K | 0.18% | 82 |
|
|
2021
Q1 | $370K | Sell |
4,243
-123
| -3% | -$10.7K | 0.21% | 51 |
|
|
2020
Q4 | $381K | Buy |
4,366
+211
| +5% | +$18.4K | 0.25% | 49 |
|
|
2020
Q3 | $349K | Buy |
4,155
+149
| +4% | +$12.5K | 0.25% | 45 |
|
|
2020
Q2 | $327K | Buy |
+4,006
| New | +$327K | 0.24% | 48 |
|
|
2020
Q1 | – | Sell |
-4,370
| Closed | -$384K | – | 69 |
|
|
2019
Q4 | $384K | Buy |
4,370
+104
| +2% | +$9.14K | 0.28% | 50 |
|
|
2019
Q3 | $370K | Buy |
+4,266
| New | +$370K | 0.27% | 52 |
|