SVA Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $558K | Sell |
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|
2020
Q2 | $631K | Hold |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $456K | Buy |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $549K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.21M | Buy |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $217K | Sell |
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|
2017
Q2 | $284K | Buy |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $224K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $913K | Buy |
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