LWP
Lumature Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57
| Closed | -$2.03K | – | 407 |
|
|
2023
Q1 | $2.03K | Hold |
57
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $1.97K | Hold |
57
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 389 |
|
|
2021
Q4 | $2K | Sell |
57
-37
| -39% | -$1.3K | ﹤0.01% | 387 |
|
|
2021
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 379 |
|
|
2021
Q2 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 345 |
|