Sugarloaf Wealth 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
Q4 | $337 | Hold |
4
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $338 | Sell |
4
-88
| -96% | -$7.44K | ﹤0.01% | 652 |
|
|
2024
Q2 | $7.07K | Buy |
92
+1
| +1% | +$77 | ﹤0.01% | 509 |
|
|
2024
Q1 | $7.08K | Hold |
91
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $7.05K | Hold |
91
| – | – | ﹤0.01% | 519 |
|
|
2023
Q3 | $6.71K | Hold |
91
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $6.82K | Buy |
91
+1
| +1% | +$75 | ﹤0.01% | 522 |
|
|
2023
Q1 | $6.86K | Sell |
90
-1
| -1% | -$76 | ﹤0.01% | 516 |
|
|
2022
Q4 | $6.69K | Hold |
91
| – | – | ﹤0.01% | 540 |
|
|
2022
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $7K | Hold |
91
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $7K | Sell |
91
-1,205
| -93% | -$92.7K | ﹤0.01% | 517 |
|
|
2021
Q4 | $113K | Buy |
1,296
+95
| +8% | +$8.28K | 0.03% | 183 |
|
|
2021
Q3 | $105K | Sell |
1,201
-5
| -0.4% | -$437 | 0.03% | 183 |
|
|
2021
Q2 | $106K | Sell |
1,206
-986
| -45% | -$86.7K | 0.03% | 178 |
|
|
2021
Q1 | $104 | Buy |
2,192
+1,102
| +101% | +$52 | 0.03% | 179 |
|
|
2020
Q4 | $95K | Buy |
1,090
+288
| +36% | +$25.1K | 0.03% | 183 |
|
|
2020
Q3 | $67K | Sell |
802
-3,187
| -80% | -$266K | 0.02% | 196 |
|
|
2020
Q2 | $317K | Buy |
3,989
+3,187
| +397% | +$253K | 0.12% | 85 |
|
|
2020
Q1 | $62K | Hold |
802
| – | – | 0.03% | 198 |
|
|
2019
Q4 | $71K | Buy |
+802
| New | +$71K | 0.03% | 218 |
|