Concord Wealth Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-382
| Closed | -$17.4K | – | 921 |
|
|
2023
Q4 | $17.4K | Hold |
382
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $16.5K | Hold |
382
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $16.9K | Hold |
382
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $17.1K | Hold |
382
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $16.8K | Buy |
+382
| New | +$16.8K | 0.01% | 557 |
|
|
2022
Q3 | – | Sell |
-590
| Closed | -$26K | – | 1212 |
|
|
2022
Q2 | $26K | Hold |
590
| – | – | 0.01% | 492 |
|
|
2022
Q1 | $29K | Buy |
590
+237
| +67% | +$11.6K | 0.01% | 559 |
|
|
2021
Q4 | $19K | Buy |
+353
| New | +$19K | ﹤0.01% | 663 |
|
|
2021
Q1 | – | Sell |
-136
| Closed | -$7K | – | 1069 |
|
|
2020
Q4 | $7K | Buy |
+136
| New | +$7K | 0.01% | 395 |
|