B. Riley Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $318 | Buy |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $984K | Buy |
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|
2019
Q4 | $997K | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.11K | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $875K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $26K | Buy |
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|
2014
Q4 | $19K | Sell |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $22K | Sell |
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|
2014
Q1 | $24K | Buy |
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