SWP
Summit Wealth Partners’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,510
| Closed | -$233K | – | 166 |
|
|
2021
Q4 | $233K | Buy |
4,510
+21
| +0.5% | +$1.08K | 0.05% | 143 |
|
|
2021
Q3 | $235K | Hold |
4,489
| – | – | 0.06% | 142 |
|
|
2021
Q2 | $236K | Sell |
4,489
-598
| -12% | -$31.4K | 0.06% | 143 |
|
|
2021
Q1 | $265K | Hold |
5,087
| – | – | 0.07% | 130 |
|
|
2020
Q4 | $268K | Hold |
5,087
| – | – | 0.07% | 122 |
|
|
2020
Q3 | $259K | Hold |
5,087
| – | – | 0.08% | 130 |
|
|
2020
Q2 | $252K | Sell |
5,087
-62
| -1% | -$3.07K | 0.08% | 124 |
|
|
2020
Q1 | $248K | Buy |
+5,149
| New | +$248K | 0.1% | 96 |
|