Evermay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18
| Closed | -$1.39K | – | 607 |
|
|
2024
Q2 | $1.39K | Buy |
+18
| New | +$1.39K | ﹤0.01% | 557 |
|
|
2022
Q4 | – | Sell |
-189
| Closed | -$13K | – | 576 |
|
|
2022
Q3 | $13K | Sell |
189
-141
| -43% | -$9.7K | ﹤0.01% | 372 |
|
|
2022
Q2 | $24K | Sell |
330
-1,060
| -76% | -$77.1K | ﹤0.01% | 331 |
|
|
2022
Q1 | $114K | Buy |
1,390
+814
| +141% | +$66.8K | 0.02% | 245 |
|
|
2021
Q4 | $50K | Sell |
576
-24
| -4% | -$2.08K | 0.01% | 276 |
|
|
2021
Q3 | $52K | Hold |
600
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $53K | Buy |
+600
| New | +$53K | 0.01% | 277 |
|