Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,818
| Closed | -$775K | – | 120 |
|
|
2019
Q4 | $775K | Buy |
8,818
+198
| +2% | +$17.4K | 0.35% | 60 |
|
|
2019
Q3 | $751K | Sell |
8,620
-214
| -2% | -$18.6K | 0.45% | 52 |
|
|
2019
Q2 | $770K | Sell |
8,834
-2,626
| -23% | -$229K | 0.45% | 52 |
|
|
2019
Q1 | $991K | Sell |
11,460
-7,043
| -38% | -$609K | 0.59% | 42 |
|
|
2018
Q4 | $1.5M | Buy |
+18,503
| New | +$1.5M | 1.14% | 22 |
|