WWA
WCG Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $836K | Sell |
22,634
-2,415
| -10% | -$89.2K | 0.05% | 243 |
|
2025
Q1 | $906K | Buy |
25,049
+4,178
| +20% | +$151K | 0.07% | 206 |
|
2024
Q4 | $753K | Sell |
20,871
-2
| -0% | -$72 | 0.05% | 234 |
|
2024
Q3 | $771K | Buy |
20,873
+202
| +1% | +$7.46K | 0.05% | 242 |
|
2024
Q2 | $733K | Buy |
20,671
+3,435
| +20% | +$122K | 0.05% | 219 |
|
2024
Q1 | $615K | Buy |
17,236
+59
| +0.3% | +$2.11K | 0.05% | 209 |
|
2023
Q4 | $611K | Sell |
17,177
-11,350
| -40% | -$404K | 0.04% | 235 |
|
2023
Q3 | $986K | Sell |
28,527
-339
| -1% | -$11.7K | 0.07% | 199 |
|
2023
Q2 | $995K | Sell |
28,866
-115,087
| -80% | -$3.97M | 0.12% | 113 |
|
2023
Q1 | $5M | Buy |
143,953
+12,516
| +10% | +$435K | 0.64% | 44 |
|
2022
Q4 | $4.43M | Buy |
131,437
+24,715
| +23% | +$833K | 0.61% | 44 |
|
2022
Q3 | $3.86M | Sell |
106,722
-5,886
| -5% | -$213K | 0.51% | 48 |
|
2022
Q2 | $3.8M | Buy |
+112,608
| New | +$3.8M | 0.53% | 47 |
|