Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-30
| Closed | -$3K | – | 255 |
|
|
2017
Q4 | $3K | Sell |
30
-90
| -75% | -$9K | ﹤0.01% | 203 |
|
|
2017
Q3 | $11K | Hold |
120
| – | – | 0.01% | 148 |
|
|
2017
Q2 | $11K | Hold |
120
| – | – | 0.01% | 130 |
|
|
2017
Q1 | $11K | Sell |
120
-90
| -43% | -$8.25K | 0.01% | 130 |
|
|
2016
Q4 | $18K | Hold |
210
| – | – | 0.01% | 104 |
|
|
2016
Q3 | $18K | Buy |
210
+10
| +5% | +$857 | 0.01% | 105 |
|
|
2016
Q2 | $17K | Buy |
+200
| New | +$17K | 0.01% | 104 |
|