SWP
ShoreHaven Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-72,396
| Closed | -$2.96M | – | 84 |
|
|
2022
Q4 | $2.96M | Buy |
+72,396
| New | +$2.96M | 2.09% | 13 |
|
|
2022
Q2 | – | Sell |
-67,258
| Closed | -$2.96M | – | 87 |
|
|
2022
Q1 | $2.96M | Sell |
67,258
-63,653
| -49% | -$2.8M | 1.56% | 23 |
|
|
2021
Q4 | $5.93M | Buy |
130,911
+640
| +0.5% | +$29K | 2.94% | 11 |
|
|
2021
Q3 | $5.95M | Buy |
130,271
+22,650
| +21% | +$1.04M | 3.1% | 11 |
|
|
2021
Q2 | $4.96M | Buy |
107,621
+52,144
| +94% | +$2.4M | 2.66% | 13 |
|
|
2021
Q1 | $2.54M | Buy |
+55,477
| New | +$2.54M | 1.38% | 24 |
|