Western Financial Corp’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-21,459
| Closed | -$1.87M | – | 100 |
|
2021
Q4 | $1.87M | Buy |
21,459
+216
| +1% | +$18.8K | 0.98% | 9 |
|
2021
Q3 | $1.86M | Sell |
21,243
-12,171
| -36% | -$1.07M | 1.1% | 7 |
|
2021
Q2 | $2.94M | Buy |
33,414
+2,391
| +8% | +$211K | 1.59% | 7 |
|
2021
Q1 | $2.71M | Sell |
31,023
-1,434
| -4% | -$125K | 1.65% | 7 |
|
2020
Q4 | $2.83M | Buy |
+32,457
| New | +$2.83M | 1.86% | 4 |
|