Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18
| Closed | -$2K | – | 542 |
|
|
2020
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 447 |
|
|
2020
Q2 | – | Sell |
-72
| Closed | -$9K | – | 493 |
|
|
2020
Q1 | $9K | Hold |
72
| – | – | 0.01% | 242 |
|
|
2019
Q4 | $9K | Hold |
72
| – | – | ﹤0.01% | 160 |
|
|
2019
Q3 | $9K | Buy |
+72
| New | +$9K | 0.01% | 293 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$2K | – | 410 |
|
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 334 |
|
|
2018
Q2 | $2K | Sell |
18
-10
| -36% | -$1.11K | ﹤0.01% | 318 |
|
|
2018
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 301 |
|