Evolution Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,825
| Closed | -$243K | – | 122 |
|
|
2023
Q1 | $243K | Hold |
5,825
| – | – | 0.06% | 105 |
|
|
2022
Q4 | $238K | Buy |
5,825
+655
| +13% | +$26.8K | 0.06% | 108 |
|
|
2022
Q3 | $206K | Sell |
5,170
-770
| -13% | -$30.7K | 0.06% | 99 |
|
|
2022
Q2 | $241K | Hold |
5,940
| – | – | 0.06% | 92 |
|
|
2022
Q1 | $261K | Sell |
5,940
-3,973
| -40% | -$175K | 0.05% | 93 |
|
|
2021
Q4 | $449 | Buy |
9,913
+23
| +0.2% | +$1 | 0.07% | 79 |
|
|
2021
Q3 | $452K | Buy |
9,890
+1,030
| +12% | +$47.1K | 0.1% | 65 |
|
|
2021
Q2 | $408K | Buy |
8,860
+8,075
| +1,029% | +$372K | 0.08% | 73 |
|
|
2021
Q1 | $36K | Buy |
+785
| New | +$36K | 0.01% | 231 |
|