Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 289 |
|
|
2021
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 299 |
|
|
2021
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 290 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 225 |
|
|
2019
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 429 |
|
|
2019
Q2 | $11K | Hold |
127
| – | – | ﹤0.01% | 307 |
|
|
2019
Q1 | $11K | Sell |
127
-353
| -74% | -$30.6K | ﹤0.01% | 307 |
|
|
2018
Q4 | $39K | Buy |
+480
| New | +$39K | 0.01% | 277 |
|