Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $15.5K | Hold |
206
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $15.6K | Sell |
206
-95
| -32% | -$7.18K | 0.01% | 287 |
|
|
2022
Q4 | $22.2K | Sell |
301
-598
| -67% | -$44K | 0.01% | 263 |
|
|
2022
Q3 | $64K | Sell |
899
-1,343
| -60% | -$95.6K | 0.03% | 217 |
|
|
2022
Q2 | $165K | Sell |
2,242
-15,054
| -87% | -$1.11M | 0.07% | 181 |
|
|
2022
Q1 | $1.42M | Buy |
17,296
+213
| +1% | +$17.5K | 0.57% | 39 |
|
|
2021
Q4 | $1.49M | Sell |
17,083
-79
| -0.5% | -$6.87K | 0.58% | 33 |
|
|
2021
Q3 | $1.5M | Buy |
17,162
+214
| +1% | +$18.7K | 0.61% | 30 |
|
|
2021
Q2 | $1.49M | Buy |
16,948
+1,393
| +9% | +$123K | 0.62% | 32 |
|
|
2021
Q1 | $1.36M | Buy |
15,555
+7,675
| +97% | +$669K | 0.71% | 32 |
|
|
2020
Q4 | $688K | Buy |
+7,880
| New | +$688K | 0.65% | 36 |
|