Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-68
| Closed | -$6K | – | 750 |
|
|
2021
Q2 | $6K | Sell |
68
-35
| -34% | -$3.09K | ﹤0.01% | 528 |
|
|
2021
Q1 | $9K | Buy |
+103
| New | +$9K | ﹤0.01% | 435 |
|
|
2014
Q1 | – | Sell |
-843
| Closed | -$78K | – | 259 |
|
|
2013
Q4 | $78K | Hold |
843
| – | – | 0.05% | 49 |
|
|
2013
Q3 | $77K | Sell |
843
-1,140
| -57% | -$104K | 0.07% | 23 |
|
|
2013
Q2 | $180K | Buy |
+1,983
| New | +$180K | 0.2% | 16 |
|