Goldstone Financial Group’s High Yield ETF HYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-33,362
Closed -$851K 172
2023
Q2
$851K Buy
33,362
+18,741
+128% +$486K 0.25% 72
2023
Q1
$385K Buy
+14,621
New +$391K 0.13% 99

Goldstone Financial Group's HYLD Position: Q3 2023 in Review

Goldstone Financial Group sold out of High Yield ETF (HYLD) in Q3 2023, closing a stake of 33,362 shares — an estimated $851K sold.

Goldstone Financial Group first reported a position in HYLD in Q1 2023 and held it in 2 quarters. The position peaked at $851K in Q2 2023. 0 funds tracked by Wall St. Rank hold HYLD as of Q3 2023.

  • Goldstone Financial Group reported no remaining High Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 33,362 High Yield ETF shares in Q3 2023, an estimated $851K.
  • Goldstone Financial Group first reported a position in High Yield ETF in Q1 2023 and held it in 2 quarters.
  • Goldstone Financial Group's High Yield ETF position peaked at $851K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2023.

Based on Goldstone Financial Group's 13F filing for Q3 2023, filed 15 Jan 2025.