Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,155
| Closed | -$495K | – | 45 |
|
|
2020
Q1 | $495K | Sell |
12,155
-32,996
| -73% | -$1.34M | 0.48% | 31 |
|
|
2019
Q4 | $2.1M | Sell |
45,151
-40,933
| -48% | -$1.9M | 1.91% | 17 |
|
|
2019
Q3 | $4M | Sell |
86,084
-33,927
| -28% | -$1.58M | 3.82% | 13 |
|
|
2019
Q2 | $5.61M | Buy |
120,011
+8,821
| +8% | +$412K | 5.49% | 4 |
|
|
2019
Q1 | $5.19M | Buy |
111,190
+37,002
| +50% | +$1.73M | 5.35% | 6 |
|
|
2018
Q4 | $3.31M | Buy |
74,188
+37,568
| +103% | +$1.67M | 4.36% | 6 |
|
|
2018
Q3 | $1.72M | Buy |
+36,620
| New | +$1.72M | 2.04% | 16 |
|