Douglass Winthrop Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,225
| Closed | -$243K | – | 267 |
|
|
2019
Q3 | $243K | Hold |
5,225
| – | – | 0.01% | 239 |
|
|
2019
Q2 | $244K | Hold |
5,225
| – | – | 0.01% | 236 |
|
|
2019
Q1 | $244K | Hold |
5,225
| – | – | 0.01% | 217 |
|
|
2018
Q4 | $233K | Hold |
5,225
| – | – | 0.01% | 226 |
|
|
2018
Q3 | $246K | Hold |
5,225
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $244K | Hold |
5,225
| – | – | 0.01% | 258 |
|
|
2018
Q1 | $244K | Buy |
+5,225
| New | +$244K | 0.01% | 248 |
|