Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-145
| Closed | -$20K | – | 427 |
|
|
2020
Q4 | $20K | Hold |
145
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $20K | Hold |
145
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $20K | Sell |
145
-60
| -29% | -$8.28K | 0.02% | 267 |
|
|
2020
Q1 | $25K | Buy |
205
+60
| +41% | +$7.32K | 0.02% | 230 |
|
|
2019
Q4 | $19K | Buy |
+145
| New | +$19K | 0.01% | 295 |
|