Semmax Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48,417
| Closed | -$2.13M | – | 303 |
|
|
2022
Q1 | $2.13M | Sell |
48,417
-48,971
| -50% | -$2.15M | 0.84% | 47 |
|
|
2021
Q4 | $4.41M | Buy |
97,388
+21,177
| +28% | +$959K | 1.63% | 17 |
|
|
2021
Q3 | $3.48M | Buy |
76,211
+44,562
| +141% | +$2.04M | 1.2% | 26 |
|
|
2021
Q2 | $1.46M | Buy |
31,649
+2,042
| +7% | +$94.1K | 0.47% | 69 |
|
|
2021
Q1 | $1.36M | Buy |
29,607
+3,081
| +12% | +$141K | 0.48% | 70 |
|
|
2020
Q4 | $1.21M | Buy |
+26,526
| New | +$1.21M | 0.5% | 66 |
|
|
2019
Q3 | – | Sell |
-175
| Closed | -$8K | – | 338 |
|
|
2019
Q2 | $8K | Hold |
175
| – | – | 0.01% | 200 |
|
|
2019
Q1 | $8K | Hold |
175
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $8K | Buy |
+175
| New | +$8K | 0.01% | 337 |
|