SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,570
| Closed | -$1.38M | – | 42 |
|
|
2017
Q2 | $1.38M | Sell |
15,570
-2,190
| -12% | -$194K | 1.93% | 13 |
|
|
2017
Q1 | $1.56M | Hold |
17,760
| – | – | 2.36% | 12 |
|
|
2016
Q4 | $1.55M | Buy |
17,760
+15,310
| +625% | +$1.34M | 2.45% | 11 |
|
|
2016
Q3 | $214K | Hold |
2,450
| – | – | 0.62% | 42 |
|
|
2016
Q2 | $209K | Sell |
2,450
-3,570
| -59% | -$305K | 0.63% | 44 |
|
|
2016
Q1 | $492K | Buy |
+6,020
| New | +$492K | 1% | 20 |
|