Stone House Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-108
| Closed | -$8.35K | – | 402 |
|
2024
Q2 | $8.35K | Buy |
108
+1
| +0.9% | +$77 | ﹤0.01% | 237 |
|
2024
Q1 | $8.29K | Buy |
+107
| New | +$8.29K | ﹤0.01% | 248 |
|
2019
Q2 | – | Sell |
-23
| Closed | -$2K | – | 107 |
|
2019
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 209 |
|
2017
Q3 | – | Sell |
-21,055
| Closed | -$1.86M | – | 38 |
|
2017
Q2 | $1.86M | Buy |
21,055
+132
| +0.6% | +$11.7K | 1.34% | 20 |
|
2017
Q1 | $1.84M | Buy |
20,923
+50
| +0.2% | +$4.39K | 1.38% | 21 |
|
2016
Q4 | $1.81M | Buy |
+20,873
| New | +$1.81M | 1.52% | 20 |
|