Plante Moran Financial Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1.07K | – | 862 |
|
|
2022
Q4 | $1.07K | Buy |
+12
| New | +$1.07K | ﹤0.01% | 762 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1051 |
|
|
2021
Q3 | – | Sell |
-14
| Closed | -$1K | – | 968 |
|
|
2021
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 911 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$2K | – | 1057 |
|
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 774 |
|
|
2019
Q2 | – | Sell |
-385
| Closed | -$39K | – | 797 |
|
|
2019
Q1 | $39K | Buy |
+385
| New | +$39K | 0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-51
| Closed | -$5K | – | 923 |
|
|
2018
Q3 | $5K | Buy |
51
+1
| +2% | +$98 | ﹤0.01% | 586 |
|
|
2018
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 628 |
|
|
2018
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 719 |
|
|
2014
Q4 | – | Sell |
-338
| Closed | -$35K | – | 823 |
|
|
2014
Q3 | $35K | Buy |
338
+274
| +428% | +$28.4K | 0.03% | 307 |
|
|
2014
Q2 | $7K | Buy |
+64
| New | +$7K | 0.01% | 612 |
|