Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-243
| Closed | -$12K | – | 607 |
|
|
2022
Q1 | $12K | Hold |
243
| – | – | 0.01% | 388 |
|
|
2021
Q4 | $13K | Hold |
243
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $13K | Buy |
243
+2
| +0.8% | +$107 | 0.01% | 286 |
|
|
2021
Q2 | $13K | Hold |
241
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $13K | Sell |
241
-774
| -76% | -$41.8K | 0.01% | 231 |
|
|
2020
Q4 | $53K | Buy |
1,015
+143
| +16% | +$7.47K | 0.03% | 116 |
|
|
2020
Q3 | $44K | Buy |
872
+250
| +40% | +$12.6K | 0.03% | 106 |
|
|
2020
Q2 | $30K | Buy |
622
+45
| +8% | +$2.17K | 0.02% | 144 |
|
|
2020
Q1 | $26K | Buy |
577
+188
| +48% | +$8.47K | 0.02% | 135 |
|
|
2019
Q4 | $20K | Buy |
+389
| New | +$20K | 0.02% | 188 |
|