Heritage Wealth Management (Arizona)’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.56M | Buy |
59,162
+28,995
| +96% | +$1.25M | 0.37% | 47 |
|
|
2022
Q3 | $1.27M | Sell |
30,167
-581
| -2% | -$24.5K | 0.41% | 47 |
|
|
2022
Q2 | $1.34M | Sell |
30,748
-1,663
| -5% | -$72.4K | 0.45% | 48 |
|
|
2022
Q1 | $1.58M | Buy |
+32,411
| New | +$1.58M | 0.43% | 44 |
|
|
2021
Q3 | $1.76M | Buy |
33,676
+536
| +2% | +$28K | 0.63% | 29 |
|
|
2021
Q2 | $1.74M | Buy |
33,140
+7,940
| +32% | +$417K | 0.66% | 25 |
|
|
2021
Q1 | $1.31M | Buy |
+25,200
| New | +$1.31M | 0.74% | 30 |
|