ARS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,870
| Closed | -$477K | – | 106 |
|
|
2016
Q3 | $477K | Hold |
3,870
| – | – | 0.2% | 51 |
|
|
2016
Q2 | $475K | Hold |
3,870
| – | – | 0.2% | 51 |
|
|
2016
Q1 | $460K | Hold |
3,870
| – | – | 0.22% | 47 |
|
|
2015
Q4 | $441K | Buy |
3,870
+1,670
| +76% | +$190K | 0.23% | 46 |
|
|
2015
Q3 | $255K | Buy |
+2,200
| New | +$255K | 0.13% | 60 |
|