Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,084
| Closed | -$939K | – | 206 |
|
|
2021
Q4 | $939K | Buy |
7,084
+174
| +3% | +$23.1K | 0.16% | 130 |
|
|
2021
Q3 | $919K | Buy |
6,910
+417
| +6% | +$55.5K | 0.17% | 132 |
|
|
2021
Q2 | $872K | Buy |
6,493
+53
| +0.8% | +$7.12K | 0.16% | 150 |
|
|
2021
Q1 | $838K | Buy |
6,440
+345
| +6% | +$44.9K | 0.16% | 150 |
|
|
2020
Q4 | $842K | Sell |
6,095
-8,550
| -58% | -$1.18M | 0.17% | 157 |
|
|
2020
Q3 | $1.97M | Buy |
14,645
+8,775
| +149% | +$1.18M | 0.55% | 65 |
|
|
2020
Q2 | $790K | Buy |
+5,870
| New | +$790K | 0.26% | 112 |
|