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Disclosery

FundX Investment Group, LLC: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FundX Investment Group, LLC on SHY, newest first. How the timeline and the estimate are built.

FundX Investment Group, LLC held 0 SHY shares at 2021-06-30 per its 13F-HR filed 2021-07-27.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -4,804 shares

    13F-HR 0001172661-21-001552 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-03-31
    13F 4,804 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $414,000.

    13F-HR 0001172661-21-001050 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-12-31
    13F 4,804 shares
    Change vs previous 13F -168 shares

    0.17% of the 13F portfolio, value $415,000.

    13F-HR 0001172661-21-000272 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-09-30
    13F 4,972 shares
    Change vs previous 13F +1,340 shares

    0.17% of the 13F portfolio, value $430,000.

    13F-HR 0001172661-20-002044 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-06-30
    13F 3,632 shares
    Change vs previous 13F -399,468 shares

    0.13% of the 13F portfolio, value $315,000.

    13F-HR 0001172661-20-001634 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-03-31
    13F 403,100 shares
    Change vs previous 13F not available

    12.85% of the 13F portfolio, value $34,937,000.

    13F-HR 0001172661-20-001090 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).