Kuhn & Co Investment Counsel’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
10,105
-4,750
| -32% | -$195K | 0.31% | 92 |
|
|
2025
Q1 | $600K | Buy |
14,855
+1,539
| +12% | +$62.1K | 0.51% | 70 |
|
|
2024
Q4 | $542K | Sell |
13,316
-611
| -4% | -$24.9K | 0.46% | 70 |
|
|
2024
Q3 | $580K | Buy |
13,927
+856
| +7% | +$35.7K | 0.5% | 70 |
|
|
2024
Q2 | $528K | Hold |
13,071
| – | – | 0.47% | 73 |
|
|
2024
Q1 | $537K | Buy |
13,071
+1,606
| +14% | +$66K | 0.51% | 69 |
|
|
2023
Q4 | $469K | Buy |
+11,465
| New | +$469K | 0.48% | 72 |
|