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SWG
Summit Wealth Group’s
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
Stock Holding History
Summit Wealth Group’s Portfolio
HYGV Stock Details
HYGV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-16
Closed
-$1K
–
129
2021
Q2
$1K
Buy
+16
New
+$794
﹤0.01%
188
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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