WR Wealth Planners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-492
| Closed | -$18K | – | 1225 |
|
|
2024
Q1 | $18K | Buy |
+492
| New | +$18K | 0.01% | 474 |
|
|
2023
Q4 | – | Sell |
-21
| Closed | -$729 | – | 826 |
|
|
2023
Q3 | $729 | Sell |
21
-282
| -93% | -$9.79K | ﹤0.01% | 846 |
|
|
2023
Q2 | $10.7K | Hold |
303
| – | – | ﹤0.01% | 543 |
|
|
2023
Q1 | $10.8K | Sell |
303
-939
| -76% | -$33.4K | ﹤0.01% | 533 |
|
|
2022
Q4 | $42.9K | Sell |
1,242
-165
| -12% | -$5.7K | 0.03% | 175 |
|
|
2022
Q3 | $47.3K | Hold |
1,407
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $48.7K | Buy |
1,407
+292
| +26% | +$10.1K | 0.03% | 173 |
|
|
2022
Q1 | $43.3K | Buy |
+1,115
| New | +$43.3K | 0.03% | 179 |
|