Spire Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-162
| Closed | -$5.75K | – | 2215 |
|
|
2024
Q2 | $5.75K | Sell |
162
-170
| -51% | -$6.03K | ﹤0.01% | 1794 |
|
|
2024
Q1 | $11.8K | Buy |
332
+151
| +83% | +$5.39K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $6.43K | Hold |
181
| – | – | ﹤0.01% | 1890 |
|
|
2023
Q3 | $6.14K | Buy |
+181
| New | +$6.14K | ﹤0.01% | 1885 |
|
|
2023
Q2 | – | Sell |
-356
| Closed | -$12.4K | – | 2456 |
|
|
2023
Q1 | $12.4K | Buy |
+356
| New | +$12.4K | ﹤0.01% | 1776 |
|
|
2022
Q3 | – | Sell |
-33,538
| Closed | -$1.13M | – | 2370 |
|
|
2022
Q2 | $1.13M | Buy |
33,538
+7,648
| +30% | +$258K | 0.05% | 309 |
|
|
2022
Q1 | $977K | Buy |
25,890
+591
| +2% | +$22.3K | 0.03% | 394 |
|
|
2021
Q4 | $1.01M | Buy |
25,299
+102
| +0.4% | +$4.06K | 0.02% | 464 |
|
|
2021
Q3 | $1.01M | Hold |
25,197
| – | – | 0.03% | 413 |
|
|
2021
Q2 | $1.02M | Sell |
25,197
-163
| -0.6% | -$6.57K | 0.03% | 421 |
|
|
2021
Q1 | $1.01M | Buy |
+25,360
| New | +$1.01M | 0.03% | 432 |
|