KPWG
KFA Private Wealth Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,419
| Closed | -$339K | – | 76 |
|
|
2021
Q1 | $339K | Buy |
3,419
+10
| +0.3% | +$992 | 0.2% | 50 |
|
|
2020
Q4 | $335K | Sell |
3,409
-119
| -3% | -$11.7K | 0.21% | 49 |
|
|
2020
Q3 | $331K | Buy |
3,528
+1,287
| +57% | +$121K | 0.25% | 47 |
|
|
2020
Q2 | $205K | Buy |
+2,241
| New | +$205K | 0.2% | 48 |
|