AA
Apriem Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-50
| Closed | -$6K | – | 703 |
|
|
2016
Q4 | $6K | Sell |
50
-107
| -68% | -$12.8K | ﹤0.01% | 481 |
|
|
2016
Q3 | $19K | Buy |
157
+71
| +83% | +$8.59K | 0.01% | 336 |
|
|
2016
Q2 | $11K | Hold |
86
| – | – | ﹤0.01% | 405 |
|
|
2016
Q1 | $10K | Buy |
86
+36
| +72% | +$4.19K | ﹤0.01% | 381 |
|
|
2015
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 420 |
|
|
2015
Q3 | $6K | Sell |
50
-396
| -89% | -$47.5K | ﹤0.01% | 394 |
|
|
2015
Q2 | $52K | Hold |
446
| – | – | 0.02% | 210 |
|
|
2015
Q1 | $54K | Sell |
446
-1,000
| -69% | -$121K | 0.02% | 200 |
|
|
2014
Q4 | $173K | Hold |
1,446
| – | – | 0.06% | 97 |
|
|
2014
Q3 | $171K | Buy |
1,446
+1,396
| +2,792% | +$165K | 0.07% | 105 |
|
|
2014
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 375 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 396 |
|
|
2013
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 401 |
|
|
2013
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 391 |
|
|
2013
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 362 |
|