Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-345
| Closed | -$15K | – | 828 |
|
|
2020
Q2 | $15K | Sell |
345
-366
| -51% | -$15.9K | ﹤0.01% | 527 |
|
|
2020
Q1 | $29K | Hold |
711
| – | – | ﹤0.01% | 408 |
|
|
2019
Q4 | $33K | Buy |
711
+6
| +0.9% | +$278 | ﹤0.01% | 442 |
|
|
2019
Q3 | $33K | Buy |
705
+4
| +0.6% | +$187 | ﹤0.01% | 399 |
|
|
2019
Q2 | $33K | Sell |
701
-1,076
| -61% | -$50.7K | ﹤0.01% | 420 |
|
|
2019
Q1 | $83K | Buy |
1,777
+1,151
| +184% | +$53.8K | 0.01% | 316 |
|
|
2018
Q4 | $28K | Sell |
626
-830
| -57% | -$37.1K | ﹤0.01% | 443 |
|
|
2018
Q3 | $69K | Buy |
1,456
+1,031
| +243% | +$48.9K | 0.01% | 322 |
|
|
2018
Q2 | $20K | Sell |
425
-145
| -25% | -$6.82K | ﹤0.01% | 484 |
|
|
2018
Q1 | $27K | Buy |
570
+176
| +45% | +$8.34K | ﹤0.01% | 448 |
|
|
2017
Q4 | $19K | Sell |
394
-538
| -58% | -$25.9K | ﹤0.01% | 501 |
|
|
2017
Q3 | $45K | Buy |
932
+512
| +122% | +$24.7K | 0.01% | 386 |
|
|
2017
Q2 | $20K | Buy |
+420
| New | +$20K | ﹤0.01% | 482 |
|