Teamwork Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,180
| Closed | -$213K | – | 331 |
|
|
2021
Q4 | $213K | Sell |
5,180
-4,731
| -48% | -$195K | 0.04% | 278 |
|
|
2021
Q3 | $411K | Sell |
9,911
-10,798
| -52% | -$448K | 0.08% | 182 |
|
|
2021
Q2 | $864K | Buy |
20,709
+5,946
| +40% | +$248K | 0.18% | 105 |
|
|
2021
Q1 | $608K | Buy |
14,763
+3,467
| +31% | +$143K | 0.14% | 130 |
|
|
2020
Q4 | $466K | Sell |
11,296
-1,806
| -14% | -$74.5K | 0.11% | 129 |
|
|
2020
Q3 | $517K | Buy |
13,102
+6,268
| +92% | +$247K | 0.16% | 115 |
|
|
2020
Q2 | $261K | Buy |
+6,834
| New | +$261K | 0.09% | 159 |
|