LifePlan Financial Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $83K | Hold |
1,652
| – | – | 0.04% | 205 |
|
|
2020
Q2 | $80K | Hold |
1,652
| – | – | 0.04% | 199 |
|
|
2020
Q1 | $74K | Hold |
1,652
| – | – | 0.04% | 194 |
|
|
2019
Q4 | $86K | Hold |
1,652
| – | – | 0.04% | 200 |
|
|
2019
Q3 | $85K | Sell |
1,652
-276
| -14% | -$14.2K | 0.04% | 197 |
|
|
2019
Q2 | $99K | Sell |
1,928
-2,008
| -51% | -$103K | 0.05% | 181 |
|
|
2019
Q1 | $200K | Hold |
3,936
| – | – | 0.11% | 127 |
|
|
2018
Q4 | $187K | Hold |
3,936
| – | – | 0.12% | 124 |
|
|
2018
Q3 | $199K | Hold |
3,936
| – | – | 0.11% | 124 |
|
|
2018
Q2 | $193K | Buy |
3,936
+515
| +15% | +$25.3K | 0.11% | 121 |
|
|
2018
Q1 | $169K | Buy |
+3,421
| New | +$169K | 0.1% | 124 |
|