Lumature Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.8K | Hold |
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2023
Q1 | $11.8K | Hold |
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2022
Q4 | $11.6K | Sell |
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2022
Q3 | $25K | Sell |
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2022
Q2 | $30K | Hold |
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|
2022
Q1 | $33K | Sell |
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2021
Q4 | $37K | Sell |
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|
2021
Q3 | $100K | Sell |
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2021
Q2 | $108K | Sell |
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2021
Q1 | $113K | Sell |
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|
2020
Q4 | $183K | Buy |
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