HCR Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-630
| Closed | -$55K | – | 200 |
|
|
2020
Q4 | $55K | Hold |
630
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $53K | Hold |
630
| – | – | 0.01% | 181 |
|
|
2020
Q2 | $51K | Hold |
630
| – | – | 0.01% | 178 |
|
|
2020
Q1 | $49K | Sell |
630
-70
| -10% | -$5.44K | 0.01% | 175 |
|
|
2019
Q4 | $62K | Buy |
+700
| New | +$62K | 0.02% | 176 |
|