Summit Wealth & Retirement Planning’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $868K | Buy |
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|
2022
Q4 | $679K | Sell |
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|
2022
Q3 | $714K | Sell |
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|
2022
Q2 | $748K | Sell |
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|
2022
Q1 | $862K | Buy |
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|
2021
Q4 | $898K | Sell |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $643K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $281K | Buy |
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