WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-381
| Closed | -$15.8K | – | 1020 |
|
|
2023
Q2 | $15.8K | Sell |
381
-1,879
| -83% | -$77.9K | ﹤0.01% | 722 |
|
|
2023
Q1 | $94.2K | Sell |
2,260
-5,378
| -70% | -$224K | 0.01% | 437 |
|
|
2022
Q4 | $317K | Buy |
+7,638
| New | +$317K | 0.02% | 306 |
|
|
2020
Q4 | – | Sell |
-5,019
| Closed | -$223K | – | 341 |
|
|
2020
Q3 | $223K | Buy |
+5,019
| New | +$223K | 0.02% | 284 |
|