Elevated Capital Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.6M | Buy |
+19,465
| New | +$1.6M | 0.53% | 53 |
|
2021
Q3 | $1.38M | Buy |
+15,747
| New | +$1.38M | 0.48% | 60 |
|
2021
Q1 | $551K | Sell |
6,333
-403
| -6% | -$35.1K | 0.21% | 123 |
|
2020
Q4 | $588K | Buy |
6,736
+601
| +10% | +$52.5K | 0.25% | 114 |
|
2020
Q3 | $526K | Sell |
6,135
-82
| -1% | -$7.03K | 0.25% | 115 |
|
2020
Q2 | $530K | Buy |
+6,217
| New | +$530K | 0.25% | 120 |
|