CPWM
Cypress Point Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-217
| Closed | -$19K | – | 81 |
|
|
2021
Q3 | $19K | Buy |
217
+95
| +78% | +$8.32K | 0.01% | 94 |
|
|
2021
Q2 | $11K | Hold |
122
| – | – | 0.01% | 133 |
|
|
2021
Q1 | $11K | Buy |
122
+53
| +77% | +$4.78K | 0.01% | 74 |
|
|
2020
Q4 | $6K | Buy |
+69
| New | +$6K | 0.01% | 172 |
|