Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65
| Closed | -$5K | – | 1301 |
|
|
2022
Q4 | $5K | Sell |
65
-106
| -62% | -$8.15K | ﹤0.01% | 1044 |
|
|
2022
Q3 | $12K | Hold |
171
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $13K | Hold |
171
| – | – | ﹤0.01% | 758 |
|
|
2022
Q1 | $14K | Hold |
171
| – | – | ﹤0.01% | 806 |
|
|
2021
Q4 | $15K | Sell |
171
-48
| -22% | -$4.21K | ﹤0.01% | 797 |
|
|
2021
Q3 | $19K | Sell |
219
-1,350
| -86% | -$117K | ﹤0.01% | 739 |
|
|
2021
Q2 | $138K | Buy |
1,569
+101
| +7% | +$8.88K | 0.02% | 339 |
|
|
2021
Q1 | $128K | Buy |
1,468
+467
| +47% | +$40.7K | 0.02% | 294 |
|
|
2020
Q4 | $87K | Buy |
+1,001
| New | +$87K | 0.02% | 316 |
|