Zullo Investment Group’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$21.2K | – | 762 |
|
|
2022
Q4 | $21.2K | Hold |
1,000
| – | – | 0.01% | 387 |
|
|
2022
Q3 | $21K | Hold |
1,000
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $21K | Hold |
1,000
| – | – | 0.01% | 399 |
|
|
2022
Q1 | $23K | Sell |
1,000
-1,000
| -50% | -$23K | 0.01% | 406 |
|
|
2021
Q4 | $50K | Buy |
+2,000
| New | +$50K | 0.03% | 306 |
|