Meridian Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,859
| Closed | -$220K | – | 426 |
|
|
2021
Q4 | $220K | Buy |
4,859
+384
| +9% | +$17.4K | 0.02% | 373 |
|
|
2021
Q3 | $205K | Buy |
+4,475
| New | +$205K | 0.03% | 375 |
|
|
2019
Q4 | – | Sell |
-5,035
| Closed | -$234K | – | 214 |
|
|
2019
Q3 | $234K | Sell |
5,035
-750
| -13% | -$34.9K | 0.11% | 172 |
|
|
2019
Q2 | $2.7K | Sell |
5,785
-962
| -14% | -$449 | 0.11% | 163 |
|
|
2019
Q1 | $315K | Buy |
6,747
+302
| +5% | +$14.1K | 0.14% | 135 |
|
|
2018
Q4 | $287K | Sell |
6,445
-250
| -4% | -$11.1K | 0.17% | 117 |
|
|
2018
Q3 | $315K | Buy |
6,695
+85
| +1% | +$4K | 0.14% | 131 |
|
|
2018
Q2 | $308K | Buy |
6,610
+100
| +2% | +$4.66K | 0.14% | 135 |
|
|
2018
Q1 | $305K | Sell |
6,510
-500
| -7% | -$23.4K | 0.15% | 135 |
|
|
2017
Q4 | $335K | Hold |
7,010
| – | – | 0.21% | 113 |
|
|
2017
Q3 | $335K | Sell |
7,010
-1,850
| -21% | -$88.4K | 0.21% | 111 |
|
|
2017
Q2 | $424K | Sell |
8,860
-1,050
| -11% | -$50.2K | 0.27% | 89 |
|
|
2017
Q1 | $473K | Sell |
9,910
-6,500
| -40% | -$310K | 0.28% | 85 |
|
|
2016
Q4 | $777K | Buy |
+16,410
| New | +$777K | 0.62% | 45 |
|