Brandywine Oak Private Wealth’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
Q3 | – | Sell |
-1,545
| Closed | -$207K | – | 345 |
|
|
2021
Q2 | $207K | Buy |
+1,545
| New | +$207K | 0.02% | 332 |
|
|
2020
Q2 | – | Sell |
-1,684
| Closed | -$207K | – | 263 |
|
|
2020
Q1 | $207K | Buy |
+1,684
| New | +$207K | 0.04% | 201 |
|
|
2019
Q1 | – | Sell |
-1,387
| Closed | -$156K | – | 446 |
|
|
2018
Q4 | $156K | Buy |
+1,387
| New | +$156K | 0.04% | 229 |
|