Strategic Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,251
| Closed | -$236K | – | 33 |
|
|
2022
Q1 | $236K | Sell |
6,251
-95,671
| -94% | -$3.61M | 0.2% | 31 |
|
|
2021
Q4 | $4.06M | Sell |
101,922
-44,984
| -31% | -$1.79M | 2.92% | 13 |
|
|
2021
Q3 | $5.89M | Buy |
146,906
+4,044
| +3% | +$162K | 4.31% | 9 |
|
|
2021
Q2 | $5.76M | Buy |
142,862
+699
| +0.5% | +$28.2K | 4.16% | 9 |
|
|
2021
Q1 | $5.69M | Buy |
142,163
+21,809
| +18% | +$872K | 4.24% | 9 |
|
|
2020
Q4 | $4.82M | Buy |
120,354
+8,066
| +7% | +$323K | 4.23% | 9 |
|
|
2020
Q3 | $4.32M | Buy |
112,288
+5,004
| +5% | +$193K | 4.49% | 9 |
|
|
2020
Q2 | $4.01M | Buy |
107,284
+2,464
| +2% | +$92.1K | 4.47% | 9 |
|
|
2020
Q1 | $3.7M | Sell |
104,820
-7,108
| -6% | -$251K | 4.89% | 7 |
|
|
2019
Q4 | $4.51M | Buy |
+111,928
| New | +$4.51M | 4.38% | 8 |
|