Laidlaw Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,928
| Closed | -$519K | – | 404 |
|
|
2021
Q3 | $519K | Buy |
5,928
+3,604
| +155% | +$316K | 0.13% | 149 |
|
|
2021
Q2 | $205K | Sell |
2,324
-172
| -7% | -$15.2K | 0.05% | 247 |
|
|
2021
Q1 | $218K | Buy |
2,496
+61
| +3% | +$5.33K | 0.07% | 197 |
|
|
2020
Q4 | $213K | Sell |
2,435
-9
| -0.4% | -$787 | 0.04% | 326 |
|
|
2020
Q3 | $205K | Buy |
+2,444
| New | +$205K | 0.09% | 194 |
|
|
2020
Q1 | – | Sell |
-2,289
| Closed | -$201K | – | 159 |
|
|
2019
Q4 | $201K | Buy |
+2,289
| New | +$201K | 0.13% | 163 |
|