Strategic Family Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,867
| Closed | -$276K | – | 107 |
|
|
2022
Q3 | $276K | Hold |
3,867
| – | – | 0.14% | 70 |
|
|
2022
Q2 | $285K | Sell |
3,867
-1,806
| -32% | -$133K | 0.14% | 68 |
|
|
2022
Q1 | $467K | Hold |
5,673
| – | – | 0.19% | 60 |
|
|
2021
Q4 | $494K | Hold |
5,673
| – | – | 0.16% | 61 |
|
|
2021
Q3 | $496K | Hold |
5,673
| – | – | 0.17% | 51 |
|
|
2021
Q2 | $499K | Hold |
5,673
| – | – | 0.16% | 52 |
|
|
2021
Q1 | $495K | Hold |
5,673
| – | – | 0.19% | 51 |
|
|
2020
Q4 | $495K | Hold |
5,673
| – | – | 0.26% | 47 |
|
|
2020
Q3 | $476K | Hold |
5,673
| – | – | 0.27% | 43 |
|
|
2020
Q2 | $463K | Hold |
5,673
| – | – | 0.29% | 47 |
|
|
2020
Q1 | $437K | Buy |
5,673
+175
| +3% | +$13.5K | 0.33% | 41 |
|
|
2019
Q4 | $483K | Buy |
5,498
+25
| +0.5% | +$2.2K | 0.39% | 41 |
|
|
2019
Q3 | $477K | Buy |
5,473
+19
| +0.3% | +$1.66K | 0.36% | 40 |
|
|
2019
Q2 | $475K | Buy |
5,454
+20
| +0.4% | +$1.74K | 0.37% | 40 |
|
|
2019
Q1 | $470K | Sell |
5,434
-1,161
| -18% | -$100K | 0.38% | 40 |
|
|
2018
Q4 | $535K | Buy |
+6,595
| New | +$535K | 0.61% | 30 |
|