Congress Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,272
| Closed | -$663K | – | 611 |
|
|
2023
Q2 | $663K | Sell |
7,272
-207
| -3% | -$18.9K | 0.02% | 382 |
|
|
2023
Q1 | $683K | Sell |
7,479
-101
| -1% | -$9.22K | 0.02% | 385 |
|
|
2022
Q4 | $677K | Sell |
7,580
-143
| -2% | -$12.8K | 0.02% | 378 |
|
|
2022
Q3 | $675K | Sell |
7,723
-667
| -8% | -$58.3K | 0.02% | 371 |
|
|
2022
Q2 | $743K | Sell |
8,390
-488
| -5% | -$43.2K | 0.02% | 367 |
|
|
2022
Q1 | $854K | Sell |
8,878
-325
| -4% | -$31.3K | 0.02% | 378 |
|
|
2021
Q4 | $912K | Buy |
+9,203
| New | +$912K | 0.02% | 380 |
|