Firethorn Wealth Partners’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
Q1 | – | Sell |
-24,586
| Closed | -$1.01M | – | 140 |
|
|
2022
Q4 | $1.01M | Buy |
+24,586
| New | +$1.01M | 0.85% | 25 |
|
|
2022
Q1 | – | Sell |
-4,763
| Closed | -$216K | – | 146 |
|
|
2021
Q4 | $216K | Buy |
+4,763
| New | +$216K | 0.16% | 121 |
|
|
2021
Q2 | $617K | Sell |
13,394
-291
| -2% | -$13.4K | 0.52% | 45 |
|
|
2021
Q1 | $627K | Sell |
13,685
-21,798
| -61% | -$999K | 0.58% | 46 |
|
|
2020
Q4 | $1.61M | Buy |
+35,483
| New | +$1.61M | 1.74% | 15 |
|