Lee Financial Group Hawaii’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,449
| Closed | -$511K | – | 31 |
|
|
2023
Q1 | $511K | Sell |
11,449
-473
| -4% | -$21.1K | 0.53% | 18 |
|
|
2022
Q4 | $519K | Buy |
11,922
+408
| +4% | +$17.8K | 0.51% | 19 |
|
|
2022
Q3 | $490 | Buy |
11,514
+885
| +8% | +$38 | 0.39% | 22 |
|
|
2022
Q2 | $462K | Buy |
10,629
+1,379
| +15% | +$59.9K | 0.45% | 21 |
|
|
2022
Q1 | $451 | Buy |
9,250
+1,055
| +13% | +$51 | 0.31% | 31 |
|
|
2021
Q4 | $421K | Sell |
8,195
-263
| -3% | -$13.5K | 0.31% | 30 |
|
|
2021
Q3 | $438K | Buy |
8,458
+1,220
| +17% | +$63.2K | 0.32% | 28 |
|
|
2021
Q2 | $377K | Buy |
+7,238
| New | +$377K | 0.27% | 32 |
|