WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.3K | Sell |
452
-131
| -22% | -$5.58K | 0.01% | 466 |
|
|
2024
Q3 | $25.3K | Hold |
583
| – | – | 0.01% | 442 |
|
|
2024
Q2 | $24.6K | Hold |
583
| – | – | 0.01% | 416 |
|
|
2024
Q1 | $24.8K | Buy |
+583
| New | +$24.8K | 0.01% | 420 |
|
|
2023
Q4 | – | Sell |
-1,439
| Closed | -$59K | – | 744 |
|
|
2023
Q3 | $59K | Sell |
1,439
-16
| -1% | -$656 | 0.02% | 300 |
|
|
2023
Q2 | $60.3K | Sell |
1,455
-692
| -32% | -$28.7K | 0.02% | 295 |
|
|
2023
Q1 | $89.5K | Sell |
2,147
-9,047
| -81% | -$377K | 0.04% | 247 |
|
|
2022
Q4 | $458K | Buy |
11,194
+8,390
| +299% | +$343K | 0.28% | 61 |
|
|
2022
Q3 | $112K | Sell |
2,804
-198
| -7% | -$7.91K | 0.08% | 120 |
|
|
2022
Q2 | $122K | Buy |
3,002
+32
| +1% | +$1.3K | 0.08% | 116 |
|
|
2022
Q1 | $131K | Buy |
+2,970
| New | +$131K | 0.08% | 121 |
|