Personal Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,315
| Closed | -$1.18M | – | 22 |
|
|
2022
Q1 | $1.18M | Sell |
14,315
-6,113
| -30% | -$503K | 0.51% | 25 |
|
|
2021
Q4 | $1.78M | Sell |
20,428
-1,332
| -6% | -$116K | 0.73% | 24 |
|
|
2021
Q3 | $1.9M | Buy |
21,760
+673
| +3% | +$58.9K | 0.8% | 24 |
|
|
2021
Q2 | $1.86M | Buy |
21,087
+694
| +3% | +$61.1K | 0.75% | 24 |
|
|
2021
Q1 | $1.78M | Sell |
20,393
-629
| -3% | -$54.8K | 0.8% | 23 |
|
|
2020
Q4 | $1.84M | Sell |
21,022
-290
| -1% | -$25.3K | 0.86% | 17 |
|
|
2020
Q3 | $1.79M | Sell |
21,312
-219
| -1% | -$18.4K | 0.94% | 17 |
|
|
2020
Q2 | $1.76M | Buy |
21,531
+530
| +3% | +$43.3K | 0.96% | 17 |
|
|
2020
Q1 | $1.62M | Sell |
21,001
-60
| -0.3% | -$4.63K | 0.97% | 16 |
|
|
2019
Q4 | $1.85M | Sell |
21,061
-102
| -0.5% | -$8.97K | 0.8% | 20 |
|
|
2019
Q3 | $1.85M | Buy |
21,163
+1,233
| +6% | +$107K | 0.85% | 20 |
|
|
2019
Q2 | $1.74M | Buy |
19,930
+995
| +5% | +$86.7K | 0.83% | 16 |
|
|
2019
Q1 | $1.64M | Sell |
18,935
-1,767
| -9% | -$153K | 0.87% | 16 |
|
|
2018
Q4 | $1.69M | Buy |
+20,702
| New | +$1.69M | 1.06% | 10 |
|