Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,384
| Closed | -$102K | – | 397 |
|
|
2022
Q4 | $102K | Hold |
1,384
| – | – | 0.06% | 200 |
|
|
2022
Q3 | $99K | Sell |
1,384
-56
| -4% | -$4.01K | 0.06% | 201 |
|
|
2022
Q2 | $106K | Sell |
1,440
-300
| -17% | -$22.1K | 0.07% | 202 |
|
|
2022
Q1 | $143K | Sell |
1,740
-429
| -20% | -$35.3K | 0.07% | 191 |
|
|
2021
Q4 | $189K | Buy |
+2,169
| New | +$189K | 0.1% | 164 |
|