Steward Partners Investment Advisory’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-408
| Closed | -$18K | – | 3297 |
|
|
2022
Q2 | $18K | Sell |
408
-663
| -62% | -$29.3K | ﹤0.01% | 2273 |
|
|
2022
Q1 | $52K | Buy |
1,071
+880
| +461% | +$42.7K | ﹤0.01% | 1891 |
|
|
2021
Q4 | $10K | Hold |
191
| – | – | ﹤0.01% | 2594 |
|
|
2021
Q3 | $10K | Hold |
191
| – | – | ﹤0.01% | 2594 |
|
|
2021
Q2 | $10K | Hold |
191
| – | – | ﹤0.01% | 6054 |
|
|
2021
Q1 | $9.93K | Hold |
191
| – | – | ﹤0.01% | 2785 |
|
|
2020
Q4 | $10K | Buy |
+191
| New | +$10K | ﹤0.01% | 2311 |
|