Destiny 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 |
-4,513
| Closed | -$203K | – | 170 |
|
|
2023
Q4 | $203K | Buy |
+4,513
| New | +$203K | 0.04% | 156 |
|
|
2023
Q1 | – | Sell |
-3,651
| Closed | -$160K | – | 668 |
|
|
2022
Q4 | $160K | Buy |
3,651
+344
| +10% | +$15.1K | 0.03% | 191 |
|
|
2022
Q3 | $141K | Hold |
3,307
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $146K | Hold |
3,307
| – | – | 0.03% | 209 |
|
|
2022
Q1 | $163K | Hold |
3,307
| – | – | 0.03% | 178 |
|
|
2021
Q4 | $174K | Hold |
3,307
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $174K | Sell |
3,307
-1,550
| -32% | -$81.6K | 0.03% | 176 |
|
|
2021
Q2 | $256K | Hold |
4,857
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $253K | Hold |
4,857
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $255K | Buy |
+4,857
| New | +$255K | 0.05% | 185 |
|