Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,894
| Closed | -$317K | – | 140 |
|
|
2023
Q1 | $317K | Hold |
2,894
| – | – | ﹤0.01% | 117 |
|
|
2022
Q4 | $305K | Buy |
+2,894
| New | +$305K | ﹤0.01% | 82 |
|
|
2021
Q4 | – | Sell |
-4,400
| Closed | -$585K | – | 118 |
|
|
2021
Q3 | $585K | Buy |
+4,400
| New | +$585K | 0.02% | 69 |
|
|
2020
Q1 | – | Sell |
-1,795
| Closed | -$230K | – | 253 |
|
|
2019
Q4 | $230K | Sell |
1,795
-200
| -10% | -$25.6K | 0.01% | 176 |
|
|
2019
Q3 | $254K | Sell |
1,995
-200
| -9% | -$25.5K | 0.02% | 210 |
|
|
2019
Q2 | $273K | Buy |
+2,195
| New | +$273K | 0.02% | 192 |
|