ACT Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,988
| Closed | -$794K | – | 32 |
|
|
2021
Q4 | $794K | Buy |
5,988
+45
| +0.8% | +$5.97K | 0.58% | 17 |
|
|
2021
Q3 | $791K | Buy |
5,943
+189
| +3% | +$25.2K | 0.61% | 18 |
|
|
2021
Q2 | $776K | Hold |
5,754
| – | – | 0.59% | 18 |
|
|
2021
Q1 | $754K | Sell |
5,754
-1,174
| -17% | -$154K | 0.6% | 17 |
|
|
2020
Q4 | $957K | Buy |
+6,928
| New | +$957K | 0.87% | 11 |
|