Legacy Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,188
| Closed | -$103K | – | 467 |
|
2019
Q1 | $103K | Sell |
1,188
-274
| -19% | -$23.8K | 0.03% | 156 |
|
2018
Q4 | $119K | Sell |
1,462
-377
| -21% | -$30.7K | 0.05% | 134 |
|
2018
Q3 | $158K | Hold |
1,839
| – | – | 0.06% | 120 |
|
2018
Q2 | $157K | Sell |
1,839
-36
| -2% | -$3.07K | 0.06% | 121 |
|
2018
Q1 | $161K | Buy |
+1,875
| New | +$161K | 0.06% | 129 |
|