United Capital Financial Advisors’s iShares Global ex USD High Yield Corporate Bond ETF HYXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,106
| Closed | -$327K | – | 1331 |
|
|
2017
Q3 | $327K | Buy |
6,106
+935
| +18% | +$50.1K | ﹤0.01% | 1084 |
|
|
2017
Q2 | $264K | Sell |
5,171
-520
| -9% | -$26.5K | ﹤0.01% | 1113 |
|
|
2017
Q1 | $267K | Sell |
5,691
-3,477
| -38% | -$163K | ﹤0.01% | 1089 |
|
|
2016
Q4 | $420K | Sell |
9,168
-9,969
| -52% | -$457K | ﹤0.01% | 975 |
|
|
2016
Q3 | $919K | Sell |
19,137
-5,017
| -21% | -$241K | 0.01% | 792 |
|
|
2016
Q2 | $1.11M | Sell |
24,154
-4,218
| -15% | -$194K | 0.01% | 708 |
|
|
2016
Q1 | $1.34M | Sell |
28,372
-3,349
| -11% | -$158K | 0.01% | 630 |
|
|
2015
Q4 | $1.41M | Buy |
31,721
+626
| +2% | +$27.8K | 0.02% | 614 |
|
|
2015
Q3 | $1.42M | Buy |
31,095
+1,922
| +7% | +$88K | 0.02% | 604 |
|
|
2015
Q2 | $1.37M | Sell |
29,173
-2,878
| -9% | -$135K | 0.02% | 666 |
|
|
2015
Q1 | $1.56M | Buy |
+32,051
| New | +$1.56M | 0.02% | 622 |
|