Blue Chip Partners’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
Q4 | – | Sell |
-2,118
| Closed | -$217K | – | 183 |
|
|
2022
Q3 | $217K | Buy |
+2,118
| New | +$217K | 0.03% | 123 |
|
|
2019
Q1 | – | Sell |
-1,136
| Closed | -$128K | – | 137 |
|
|
2018
Q4 | $128K | Sell |
1,136
-159
| -12% | -$17.9K | 0.03% | 136 |
|
|
2018
Q3 | $149K | Sell |
1,295
-50
| -4% | -$5.75K | 0.04% | 120 |
|
|
2018
Q2 | $154K | Sell |
1,345
-1,400
| -51% | -$160K | 0.04% | 122 |
|
|
2018
Q1 | $322K | Buy |
+2,745
| New | +$322K | 0.09% | 107 |
|