Selective Wealth Management’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
Q4 | – | Sell |
-7,718
| Closed | -$551K | – | 382 |
|
2022
Q3 | $551K | Sell |
7,718
-848
| -10% | -$60.5K | 0.24% | 55 |
|
2022
Q2 | $631K | Buy |
8,566
+3,154
| +58% | +$232K | 0.22% | 63 |
|
2022
Q1 | $445K | Buy |
5,412
+5,356
| +9,564% | +$440K | 0.16% | 73 |
|
2021
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 546 |
|
2021
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 490 |
|
2021
Q2 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 402 |
|