Southern 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
Q2 | – | Sell |
-3,258
| Closed | -$268K | – | 56 |
|
|
2022
Q1 | $268K | Sell |
3,258
-39
| -1% | -$3.21K | 0.09% | 55 |
|
|
2021
Q4 | $287K | Sell |
3,297
-360
| -10% | -$31.3K | 0.11% | 52 |
|
|
2021
Q3 | $320K | Hold |
3,657
| – | – | 0.09% | 52 |
|
|
2021
Q2 | $320K | Buy |
3,657
+424
| +13% | +$37.1K | 0.09% | 53 |
|
|
2021
Q1 | $282K | Sell |
3,233
-156
| -5% | -$13.6K | 0.09% | 53 |
|
|
2020
Q4 | $296K | Buy |
+3,389
| New | +$296K | 0.11% | 52 |
|