Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,014
| Closed | -$203K | – | 94 |
|
|
2022
Q2 | $203K | Buy |
+5,014
| New | +$203K | 0.29% | 88 |
|
|
2022
Q1 | – | Sell |
-9,348
| Closed | -$423K | – | 107 |
|
|
2021
Q4 | $423K | Sell |
9,348
-3,089
| -25% | -$140K | 0.48% | 44 |
|
|
2021
Q3 | $568K | Sell |
12,437
-932
| -7% | -$42.6K | 0.64% | 36 |
|
|
2021
Q2 | $616K | Buy |
13,369
+734
| +6% | +$33.8K | 0.7% | 36 |
|
|
2021
Q1 | $579K | Buy |
12,635
+6,664
| +112% | +$305K | 0.74% | 34 |
|
|
2020
Q4 | $271K | Buy |
5,971
+1,207
| +25% | +$54.8K | 0.35% | 59 |
|
|
2020
Q3 | $209K | Sell |
4,764
-488
| -9% | -$21.4K | 0.24% | 69 |
|
|
2020
Q2 | $225K | Buy |
+5,252
| New | +$225K | 0.27% | 62 |
|