Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,043
| Closed | -$48K | – | 1501 |
|
|
2021
Q1 | $48K | Buy |
1,043
+58
| +6% | +$2.67K | ﹤0.01% | 852 |
|
|
2020
Q4 | $45K | Hold |
985
| – | – | ﹤0.01% | 797 |
|
|
2020
Q3 | $43K | Hold |
985
| – | – | ﹤0.01% | 685 |
|
|
2020
Q2 | $42K | Hold |
985
| – | – | ﹤0.01% | 758 |
|
|
2020
Q1 | $43K | Hold |
985
| – | – | ﹤0.01% | 637 |
|
|
2019
Q4 | $46K | Buy |
+985
| New | +$46K | ﹤0.01% | 678 |
|