Colton Groome Financial Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,676
| Closed | -$277K | – | 129 |
|
|
2024
Q4 | $277K | Sell |
7,676
-2,637
| -26% | -$95.1K | 0.11% | 102 |
|
|
2024
Q3 | $381K | Buy |
10,313
+157
| +2% | +$5.8K | 0.14% | 91 |
|
|
2024
Q2 | $360K | Sell |
10,156
-6,177
| -38% | -$219K | 0.14% | 85 |
|
|
2024
Q1 | $583K | Sell |
16,333
-6,510
| -28% | -$232K | 0.23% | 64 |
|
|
2023
Q4 | $812K | Sell |
22,843
-6,697
| -23% | -$238K | 0.35% | 50 |
|
|
2023
Q3 | $1M | Buy |
29,540
+559
| +2% | +$19K | 0.5% | 42 |
|
|
2023
Q2 | $1,000K | Sell |
28,981
-17,157
| -37% | -$592K | 0.47% | 51 |
|
|
2023
Q1 | $1.6M | Buy |
46,138
+19,983
| +76% | +$694K | 0.76% | 36 |
|
|
2022
Q4 | $882K | Buy |
+26,155
| New | +$882K | 0.43% | 48 |
|
|
2022
Q1 | – | Sell |
-88,581
| Closed | -$3.53M | – | 116 |
|
|
2021
Q4 | $3.53M | Sell |
88,581
-50,348
| -36% | -$2.01M | 1.43% | 22 |
|
|
2021
Q3 | $5.57M | Sell |
138,929
-2,527
| -2% | -$101K | 2.42% | 15 |
|
|
2021
Q2 | $5.7M | Buy |
141,456
+55,072
| +64% | +$2.22M | 2.61% | 14 |
|
|
2021
Q1 | $3.46M | Buy |
86,384
+5,673
| +7% | +$227K | 1.93% | 17 |
|
|
2020
Q4 | $3.23M | Buy |
80,711
+19,133
| +31% | +$767K | 2.08% | 17 |
|
|
2020
Q3 | $2.37M | Buy |
61,578
+10,517
| +21% | +$405K | 1.66% | 19 |
|
|
2020
Q2 | $1.91M | Buy |
51,061
+23,042
| +82% | +$862K | 1.39% | 20 |
|
|
2020
Q1 | $988K | Sell |
28,019
-99,699
| -78% | -$3.52M | 0.82% | 23 |
|
|
2019
Q4 | $5.15M | Buy |
127,718
+2,728
| +2% | +$110K | 3.69% | 9 |
|
|
2019
Q3 | $4.98M | Buy |
124,990
+39,941
| +47% | +$1.59M | 3.68% | 10 |
|
|
2019
Q2 | $3.42M | Buy |
+85,049
| New | +$3.42M | 2.74% | 13 |
|