Kingsview Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,935
| Closed | -$360K | – | 873 |
|
|
2021
Q2 | $360K | Sell |
8,935
-2,371
| -21% | -$95.5K | 0.02% | 651 |
|
|
2021
Q1 | $451K | Buy |
+11,306
| New | +$451K | 0.03% | 528 |
|
|
2020
Q4 | – | Sell |
-10,401
| Closed | -$400K | – | 706 |
|
|
2020
Q3 | $400K | Buy |
10,401
+1,023
| +11% | +$39.3K | 0.04% | 419 |
|
|
2020
Q2 | $351K | Sell |
9,378
-268
| -3% | -$10K | 0.04% | 410 |
|
|
2020
Q1 | $340K | Sell |
9,646
-4,060
| -30% | -$143K | 0.05% | 321 |
|
|
2019
Q4 | $552K | Sell |
13,706
-22
| -0.2% | -$886 | 0.07% | 264 |
|
|
2019
Q3 | $550K | Buy |
13,728
+534
| +4% | +$21.4K | 0.09% | 237 |
|
|
2019
Q2 | $530K | Buy |
13,194
+4,860
| +58% | +$195K | 0.09% | 239 |
|
|
2019
Q1 | $331K | Buy |
+8,334
| New | +$331K | 0.05% | 332 |
|