Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,635
| Closed | -$677K | – | 310 |
|
|
2023
Q2 | $677K | Sell |
19,635
-4,012
| -17% | -$138K | 0.13% | 165 |
|
|
2023
Q1 | $822K | Sell |
23,647
-427
| -2% | -$14.8K | 0.17% | 146 |
|
|
2022
Q4 | $812K | Sell |
24,074
-695
| -3% | -$23.4K | 0.17% | 147 |
|
|
2022
Q3 | $811K | Sell |
24,769
-672
| -3% | -$22K | 0.19% | 128 |
|
|
2022
Q2 | $858K | Sell |
25,441
-3,214
| -11% | -$108K | 0.17% | 140 |
|
|
2022
Q1 | $1.08M | Buy |
28,655
+1,368
| +5% | +$51.6K | 0.18% | 139 |
|
|
2021
Q4 | $1.09M | Buy |
+27,287
| New | +$1.09M | 0.17% | 139 |
|
|
2021
Q1 | – | Sell |
-19,253
| Closed | -$771K | – | 277 |
|
|
2020
Q4 | $771K | Buy |
+19,253
| New | +$771K | 0.16% | 148 |
|