U.S. Capital Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,570
| Closed | -$229K | – | 691 |
|
|
2023
Q3 | $229K | Sell |
5,570
-124
| -2% | -$5.09K | 0.01% | 569 |
|
|
2023
Q2 | $236K | Buy |
+5,694
| New | +$236K | 0.01% | 588 |
|
|
2023
Q1 | – | Sell |
-421
| Closed | -$17.2K | – | 1374 |
|
|
2022
Q4 | $17.2K | Buy |
+421
| New | +$17.2K | ﹤0.01% | 1140 |
|
|
2022
Q3 | – | Sell |
-8,851
| Closed | -$359K | – | 673 |
|
|
2022
Q2 | $359K | Buy |
+8,851
| New | +$359K | 0.02% | 527 |
|