WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.9K | Buy |
406
+132
| +48% | +$10.4K | 0.01% | 379 |
|
|
2024
Q3 | $22K | Sell |
274
-25
| -8% | -$2.01K | 0.01% | 466 |
|
|
2024
Q2 | $23.1K | Sell |
299
-46
| -13% | -$3.55K | 0.01% | 423 |
|
|
2024
Q1 | $26.8K | Buy |
+345
| New | +$26.8K | 0.01% | 408 |
|
|
2023
Q4 | – | Sell |
-647
| Closed | -$47.7K | – | 491 |
|
|
2023
Q3 | $47.7K | Buy |
647
+45
| +7% | +$3.32K | 0.02% | 320 |
|
|
2023
Q2 | $45.2K | Buy |
602
+33
| +6% | +$2.48K | 0.02% | 330 |
|
|
2023
Q1 | $43K | Buy |
569
+304
| +115% | +$23K | 0.02% | 338 |
|
|
2022
Q4 | $19.5K | Hold |
265
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $18.9K | Sell |
265
-298
| -53% | -$21.3K | 0.01% | 210 |
|
|
2022
Q2 | $41.4K | Sell |
563
-29
| -5% | -$2.14K | 0.03% | 185 |
|
|
2022
Q1 | $48.7K | Buy |
+592
| New | +$48.7K | 0.03% | 172 |
|