Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.62M | Buy |
88,668
+17,051
| +24% | +$697K | 1.3% | 21 |
|
|
2023
Q3 | $2.85M | Buy |
71,617
+5,386
| +8% | +$214K | 1.16% | 22 |
|
|
2023
Q2 | $2.68M | Buy |
66,231
+13,931
| +27% | +$563K | 1.1% | 26 |
|
|
2023
Q1 | $2.13M | Buy |
52,300
+4,136
| +9% | +$168K | 0.94% | 27 |
|
|
2022
Q4 | $1.92M | Buy |
48,164
+12,231
| +34% | +$487K | 0.89% | 27 |
|
|
2022
Q3 | $1.41M | Buy |
+35,933
| New | +$1.41M | 0.74% | 29 |
|