GWA
Guidant Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $510K | Sell |
5,855
-13,131
| -69% | -$1.14M | 0.19% | 72 |
|
|
2019
Q2 | $1.66M | Sell |
18,986
-720
| -4% | -$62.8K | 0.64% | 35 |
|
|
2019
Q1 | $1.7M | Sell |
19,706
-116
| -0.6% | -$10K | 0.66% | 34 |
|
|
2018
Q4 | $1.61M | Buy |
19,822
+5,091
| +35% | +$413K | 0.75% | 34 |
|
|
2018
Q3 | $1.38M | Sell |
14,731
-279
| -2% | -$26.2K | 0.58% | 21 |
|
|
2018
Q2 | $1.39M | Sell |
15,010
-227
| -1% | -$21K | 0.61% | 21 |
|
|
2018
Q1 | $1.43M | Sell |
15,237
-120
| -0.8% | -$11.3K | 0.65% | 21 |
|
|
2017
Q4 | $1.49M | Buy |
15,357
+4,209
| +38% | +$408K | 0.67% | 22 |
|
|
2017
Q3 | $985K | Sell |
11,148
-145
| -1% | -$12.8K | 0.7% | 25 |
|
|
2017
Q2 | $990K | Sell |
11,293
-158
| -1% | -$13.9K | 0.51% | 43 |
|
|
2017
Q1 | $999K | Sell |
11,451
-96
| -0.8% | -$8.38K | 0.52% | 43 |
|
|
2016
Q4 | $1.01M | Sell |
11,547
-986
| -8% | -$86.1K | 0.57% | 42 |
|
|
2016
Q3 | $1.09M | Buy |
+12,533
| New | +$1.09M | 0.67% | 38 |
|