EverSource Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.8K | Sell |
508
-171
| -25% | -$6.31K | ﹤0.01% | 2337 |
|
2025
Q1 | $24.5K | Buy |
679
+87
| +15% | +$3.15K | ﹤0.01% | 1583 |
|
2024
Q4 | $21.4K | Buy |
592
+29
| +5% | +$1.05K | ﹤0.01% | 1587 |
|
2024
Q3 | $20.8K | Hold |
563
| – | – | ﹤0.01% | 1465 |
|
2024
Q2 | $20.3K | Hold |
563
| – | – | ﹤0.01% | 1499 |
|
2024
Q1 | $19.7K | Sell |
563
-727
| -56% | -$25.5K | ﹤0.01% | 1367 |
|
2023
Q4 | $45.9K | Buy |
1,290
+12
| +0.9% | +$427 | ﹤0.01% | 929 |
|
2023
Q3 | $43.3K | Buy |
1,278
+8
| +0.6% | +$271 | ﹤0.01% | 866 |
|
2023
Q2 | $43.8K | Buy |
1,270
+165
| +15% | +$5.69K | ﹤0.01% | 886 |
|
2023
Q1 | $38.4K | Sell |
1,105
-369
| -25% | -$12.8K | ﹤0.01% | 881 |
|
2022
Q4 | $49.7K | Buy |
1,474
+611
| +71% | +$20.6K | 0.01% | 764 |
|
2022
Q3 | $28K | Buy |
863
+323
| +60% | +$10.5K | 0.01% | 792 |
|
2022
Q2 | $18K | Buy |
540
+7
| +1% | +$233 | ﹤0.01% | 854 |
|
2022
Q1 | $20K | Buy |
533
+4
| +0.8% | +$150 | 0.01% | 698 |
|
2021
Q4 | $21K | Buy |
+529
| New | +$21K | 0.01% | 662 |
|