Outlook Wealth Advisors’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
Q4 | – | Sell |
-18,668
| Closed | -$746K | – | 196 |
|
|
2022
Q3 | $746K | Sell |
18,668
-216
| -1% | -$8.63K | 0.33% | 67 |
|
|
2022
Q2 | $766K | Sell |
18,884
-1,409
| -7% | -$57.2K | 0.31% | 81 |
|
|
2022
Q1 | $891K | Buy |
20,293
+100
| +0.5% | +$4.39K | 0.3% | 78 |
|
|
2021
Q4 | $915K | Sell |
20,193
-11,547
| -36% | -$523K | 0.27% | 86 |
|
|
2021
Q3 | $1.45M | Sell |
31,740
-1,645
| -5% | -$75.2K | 0.47% | 55 |
|
|
2021
Q2 | $1.54M | Buy |
33,385
+10,154
| +44% | +$468K | 0.49% | 53 |
|
|
2021
Q1 | $1.06M | Buy |
23,231
+8,976
| +63% | +$411K | 0.37% | 67 |
|
|
2020
Q4 | $648K | Buy |
14,255
+2,291
| +19% | +$104K | 0.24% | 103 |
|
|
2020
Q3 | $526K | Sell |
11,964
-174
| -1% | -$7.65K | 0.21% | 109 |
|
|
2020
Q2 | $521K | Sell |
12,138
-4,178
| -26% | -$179K | 0.22% | 94 |
|
|
2020
Q1 | $667K | Buy |
+16,316
| New | +$667K | 0.38% | 60 |
|