Watershed Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,572
| Closed | -$1.51M | – | 126 |
|
|
2023
Q4 | $1.51M | Buy |
19,572
+6
| +0% | +$464 | 0.84% | 35 |
|
|
2023
Q3 | $1.44M | Sell |
19,566
-334
| -2% | -$24.6K | 0.89% | 33 |
|
|
2023
Q2 | $1.49M | Sell |
19,900
-124
| -0.6% | -$9.31K | 0.9% | 33 |
|
|
2023
Q1 | $1.51M | Sell |
20,024
-3
| -0% | -$227 | 1.02% | 31 |
|
|
2022
Q4 | $1.47M | Buy |
+20,027
| New | +$1.47M | 1.12% | 29 |
|