LPWM
HYLV
Lake Point Wealth Management’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $459K | Sell |
21,598
-107
| -0.5% | -$2.27K | 0.26% | 19 |
|
|
2022
Q1 | $507K | Buy |
21,705
+1,191
| +6% | +$27.8K | 0.23% | 17 |
|
|
2021
Q4 | $514K | Sell |
20,514
-2,351
| -10% | -$58.9K | 0.22% | 18 |
|
|
2021
Q3 | $574K | Buy |
22,865
+1,014
| +5% | +$25.5K | 0.26% | 12 |
|
|
2021
Q2 | $552K | Buy |
+21,851
| New | +$552K | 0.26% | 13 |
|