Legacy Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $268K | Buy |
5,824
+56
| +1% | +$2.58K | 0.15% | 82 |
|
|
2021
Q1 | $264K | Sell |
5,768
-1,496
| -21% | -$68.5K | 0.15% | 77 |
|
|
2020
Q4 | $330K | Sell |
7,264
-70
| -1% | -$3.18K | 0.21% | 76 |
|
|
2020
Q3 | $322K | Sell |
7,334
-2,608
| -26% | -$115K | 0.23% | 69 |
|
|
2020
Q2 | $426K | Sell |
9,942
-4,703
| -32% | -$202K | 0.32% | 65 |
|
|
2020
Q1 | $599K | Buy |
14,645
+5,623
| +62% | +$230K | 0.56% | 31 |
|
|
2019
Q4 | $419K | Buy |
+9,022
| New | +$419K | 0.31% | 70 |
|