Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-32
| Closed | -$4K | – | 192 |
|
|
2018
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 183 |
|
|
2017
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 195 |
|
|
2017
Q3 | – | Sell |
-5
| Closed | -$1K | – | 277 |
|
|
2017
Q2 | $1K | Sell |
5
-553
| -99% | -$111K | ﹤0.01% | 271 |
|
|
2017
Q1 | $66K | Sell |
558
-85,533
| -99% | -$10.1M | 0.02% | 65 |
|
|
2016
Q4 | $10.1M | Buy |
86,091
+6,207
| +8% | +$727K | 3.03% | 9 |
|
|
2016
Q3 | $9.84M | Buy |
79,884
+22,641
| +40% | +$2.79M | 3.81% | 10 |
|
|
2016
Q2 | $7.03M | Buy |
57,243
+25,225
| +79% | +$3.1M | 3.55% | 10 |
|
|
2016
Q1 | $3.8M | Buy |
+32,018
| New | +$3.8M | 2.64% | 13 |
|
|
2013
Q3 | – | Sell |
-675
| Closed | -$77K | – | 299 |
|
|
2013
Q2 | $77K | Buy |
+675
| New | +$77K | 0.31% | 69 |
|