Oliver Lagore Vanvalin Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-41
| Closed | -$1.7K | – | 963 |
|
2023
Q2 | $1.7K | Buy |
+41
| New | +$1.7K | ﹤0.01% | 659 |
|
2023
Q1 | – | Sell |
-5,971
| Closed | -$244K | – | 727 |
|
2022
Q4 | $244K | Buy |
5,971
+5,480
| +1,116% | +$224K | 0.14% | 78 |
|
2022
Q3 | $20K | Buy |
491
+124
| +34% | +$5.05K | 0.01% | 253 |
|
2022
Q2 | $15K | Buy |
+367
| New | +$15K | 0.01% | 295 |
|