OPWM
Oxinas Partners Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,959
| Closed | -$537K | – | 122 |
|
|
2024
Q2 | $537K | Sell |
6,959
-42
| -0.6% | -$3.24K | 0.36% | 64 |
|
|
2024
Q1 | $544K | Buy |
+7,001
| New | +$544K | 0.35% | 63 |
|
|
2021
Q4 | – | Sell |
-10,476
| Closed | -$917K | – | 164 |
|
|
2021
Q3 | $917K | Sell |
10,476
-8,250
| -44% | -$722K | 0.53% | 56 |
|
|
2021
Q2 | $1.65M | Buy |
18,726
+12,245
| +189% | +$1.08M | 0.94% | 25 |
|
|
2021
Q1 | $565K | Buy |
+6,481
| New | +$565K | 0.36% | 72 |
|