Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 181 |
|
|
2019
Q3 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 278 |
|
|
2019
Q2 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 255 |
|
|
2019
Q1 | $1K | Sell |
12
-4
| -25% | -$333 | ﹤0.01% | 252 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 245 |
|
|
2018
Q3 | $2K | Buy |
16
+9
| +129% | +$1.13K | ﹤0.01% | 247 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 258 |
|
|
2018
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 262 |
|
|
2017
Q4 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 291 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 288 |
|
|
2017
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 289 |
|