9258 Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,298
Closed -$422K 295
2019
Q4
$422K Sell
3,298
-286
-8% -$36.6K 0.15% 171
2019
Q3
$457K Buy
+3,584
New +$457K 0.36% 94