Keystone Wealth Services’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
Q2 | – | Sell |
-26,710
| Closed | -$1.11M | – | 210 |
|
|
2023
Q1 | $1.11M | Sell |
26,710
-15,218
| -36% | -$634K | 0.46% | 54 |
|
|
2022
Q4 | $1.71M | Buy |
+41,928
| New | +$1.71M | 0.75% | 31 |
|
|
2022
Q3 | – | Sell |
-6,209
| Closed | -$252K | – | 174 |
|
|
2022
Q2 | $252K | Buy |
6,209
+450
| +8% | +$18.3K | 0.11% | 143 |
|
|
2022
Q1 | $253K | Sell |
5,759
-208
| -3% | -$9.14K | 0.1% | 154 |
|
|
2021
Q4 | $270K | Buy |
+5,967
| New | +$270K | 0.11% | 141 |
|