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Summit Wealth Partners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Summit Wealth Partners’s Portfolio HYLB Stock Details HYLB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,756
Closed -$710K – 146
2020
Q3 		$710K Sell
14,756
-1,173
-7% -$56.4K 0.21% 69
2020
Q2 		$745K Buy
+15,929
New +$745K 0.24% 67