Liberty Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,900
| Closed | -$413K | – | 211 |
|
|
2023
Q1 | $413K | Buy |
+11,900
| New | +$413K | 0.09% | 138 |
|
|
2022
Q1 | – | Sell |
-1,520
| Closed | -$601K | – | 167 |
|
|
2021
Q4 | $601K | Sell |
1,520
-2,284
| -60% | -$902K | 26.06% | 1 |
|
|
2021
Q3 | $153K | Buy |
3,804
+3,777
| +13,989% | +$152K | 0.05% | 206 |
|
|
2021
Q2 | $1K | Sell |
27
-1
| -4% | -$37 | ﹤0.01% | 996 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 869 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 868 |
|
|
2020
Q3 | $1K | Sell |
28
-296
| -91% | -$10.6K | ﹤0.01% | 806 |
|
|
2020
Q2 | $5K | Buy |
324
+240
| +286% | +$3.7K | ﹤0.01% | 603 |
|
|
2020
Q1 | $7K | Sell |
84
-2
| -2% | -$167 | 0.01% | 513 |
|
|
2019
Q4 | $3K | Hold |
86
| – | – | ﹤0.01% | 728 |
|
|
2019
Q3 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 704 |
|
|
2019
Q2 | – | Sell |
-69
| Closed | -$2K | – | 917 |
|
|
2019
Q1 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 630 |
|