Wealth Enhancement Advisory Services’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,781
| Closed | -$758K | – | 3390 |
|
|
2025
Q1 | $758K | Sell |
18,781
-12,526
| -40% | -$506K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $1.27M | Sell |
31,307
-25,114
| -45% | -$1.02M | ﹤0.01% | 1409 |
|
|
2024
Q3 | $2.35M | Sell |
56,421
-53,046
| -48% | -$2.21M | 0.01% | 978 |
|
|
2024
Q2 | $4.42M | Buy |
109,467
+10,605
| +11% | +$428K | 0.01% | 717 |
|
|
2024
Q1 | $4.06M | Buy |
+98,862
| New | +$4.06M | 0.01% | 720 |
|