Lenox 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 | $100K | Sell |
2,340
-190
| -8% | -$8.12K | 0.03% | 201 |
|
|
2020
Q1 | $103K | Buy |
2,530
+2,443
| +2,808% | +$99.5K | 0.04% | 188 |
|
|
2019
Q4 | $4K | Buy |
87
+20
| +30% | +$920 | ﹤0.01% | 570 |
|
|
2019
Q3 | $3K | Sell |
67
-11
| -14% | -$493 | ﹤0.01% | 599 |
|
|
2019
Q2 | $3K | Sell |
78
-27
| -26% | -$1.04K | ﹤0.01% | 570 |
|
|
2019
Q1 | $5K | Sell |
105
-132,741
| -100% | -$6.32M | ﹤0.01% | 524 |
|
|
2018
Q4 | $6.69M | Buy |
132,846
+29,629
| +29% | +$1.49M | 2.25% | 7 |
|
|
2018
Q3 | $5.27M | Buy |
+103,217
| New | +$5.27M | 1.57% | 8 |
|