Piershale Financial Group’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
Q1 | – | Sell |
-8,020
| Closed | -$698K | – | 13 |
|
2021
Q4 | $698K | Buy |
8,020
+1,176
| +17% | +$102K | 0.27% | 11 |
|
2021
Q3 | $599K | Sell |
6,844
-296,767
| -98% | -$26M | 0.25% | 22 |
|
2021
Q2 | $26.7M | Buy |
303,611
+36,398
| +14% | +$3.2M | 10.53% | 5 |
|
2021
Q1 | $23.3M | Buy |
267,213
+258,158
| +2,851% | +$22.5M | 10.08% | 5 |
|
2020
Q4 | $791K | Sell |
9,055
-632
| -7% | -$55.2K | 0.38% | 15 |
|
2020
Q3 | $813K | Buy |
+9,687
| New | +$813K | 0.47% | 8 |
|
2016
Q1 | – | Sell |
-100
| Closed | -$8K | – | 162 |
|
2015
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 132 |
|