Spire Wealth Management’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
6,856
+2,291
| +50% | +$94K | 0.01% | 675 |
|
|
2025
Q1 | $184K | Buy |
4,565
+205
| +5% | +$8.28K | 0.01% | 839 |
|
|
2024
Q4 | $177K | Buy |
4,360
+14
| +0.3% | +$570 | 0.01% | 856 |
|
|
2024
Q3 | $181K | Sell |
4,346
-110
| -2% | -$4.58K | 0.01% | 755 |
|
|
2024
Q2 | $180K | Buy |
4,456
+4,424
| +13,825% | +$179K | 0.01% | 738 |
|
|
2024
Q1 | $1.32K | Buy |
+32
| New | +$1.32K | ﹤0.01% | 2166 |
|