TPWM
Twelve Points Wealth Management’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,928
| Closed | -$253K | – | 167 |
|
|
2022
Q4 | $253K | Sell |
5,928
-113,293
| -95% | -$4.83M | 0.17% | 143 |
|
|
2022
Q3 | $4.96M | Buy |
119,221
+15,428
| +15% | +$642K | 3.85% | 2 |
|
|
2022
Q2 | $4.39M | Buy |
103,793
+30,879
| +42% | +$1.31M | 3.38% | 2 |
|
|
2022
Q1 | $3.35M | Buy |
72,914
+41,691
| +134% | +$1.91M | 2.5% | 4 |
|
|
2021
Q4 | $1.48M | Buy |
+31,223
| New | +$1.48M | 1.2% | 15 |
|