WMA
Wealth Management Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,896
| Closed | -$252K | – | 192 |
|
|
2021
Q4 | $252K | Buy |
+2,896
| New | +$252K | 0.14% | 166 |
|
|
2020
Q1 | – | Sell |
-24,213
| Closed | -$2.13M | – | 131 |
|
|
2019
Q4 | $2.13M | Buy |
24,213
+1,532
| +7% | +$135K | 1.52% | 17 |
|
|
2019
Q3 | $1.98M | Buy |
22,681
+319
| +1% | +$27.8K | 1.59% | 18 |
|
|
2019
Q2 | $1.95M | Buy |
22,362
+2,372
| +12% | +$207K | 1.94% | 17 |
|
|
2019
Q1 | $1.73M | Buy |
19,990
+1,238
| +7% | +$107K | 1.88% | 15 |
|
|
2018
Q4 | $1.52M | Buy |
+18,752
| New | +$1.52M | 2.05% | 15 |
|