United Capital Financial Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,405
| Closed | -$257K | – | 931 |
|
|
2023
Q1 | $257K | Buy |
+7,405
| New | +$257K | ﹤0.01% | 860 |
|
|
2022
Q1 | – | Sell |
-7,612
| Closed | -$303K | – | 1181 |
|
|
2021
Q4 | $303K | Sell |
7,612
-7,071
| -48% | -$281K | ﹤0.01% | 1019 |
|
|
2021
Q3 | $588K | Sell |
14,683
-20,752
| -59% | -$831K | ﹤0.01% | 811 |
|
|
2021
Q2 | $1.43M | Sell |
35,435
-4,759
| -12% | -$192K | 0.01% | 614 |
|
|
2021
Q1 | $1.61M | Buy |
40,194
+3,629
| +10% | +$145K | 0.01% | 548 |
|
|
2020
Q4 | $1.47M | Buy |
36,565
+12,420
| +51% | +$498K | 0.01% | 576 |
|
|
2020
Q3 | $929K | Buy |
24,145
+794
| +3% | +$30.6K | 0.01% | 681 |
|
|
2020
Q2 | $873K | Buy |
23,351
+6,090
| +35% | +$228K | 0.01% | 701 |
|
|
2020
Q1 | $609K | Buy |
+17,261
| New | +$609K | 0.01% | 750 |
|