Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $359K | Sell |
|
|||||
|
2021
Q3 | $576K | Sell |
|
|||||
|
2021
Q2 | $586K | Sell |
|
|||||
|
2021
Q1 | $607K | Buy |
|
|||||
|
2020
Q4 | $551K | Buy |
|
|||||
|
2020
Q3 | $535K | Sell |
|
|||||
|
2020
Q2 | $1.53M | Sell |
|
|||||
|
2020
Q1 | $2.21M | Buy |
|
|||||
|
2019
Q4 | $339K | Sell |
|
|||||
|
2019
Q3 | $370K | Sell |
|
|||||
|
2019
Q2 | $410K | Buy |
|
|||||
|
2019
Q1 | $334K | Buy |
|
|||||
|
2018
Q4 | $263K | Sell |
|
|||||
|
2018
Q3 | $300K | Sell |
|
|||||
|
2018
Q2 | $328K | Buy |
|
|||||
|
2018
Q1 | $279K | Sell |
|
|||||
|
2017
Q4 | $316K | Sell |
|
|||||
|
2017
Q3 | $364K | Sell |
|
|||||
|
2017
Q2 | $381K | Sell |
|
|||||
|
2017
Q1 | $375K | Sell |
|
|||||
|
2016
Q4 | $576K | Buy |
|
|||||
|
2016
Q3 | $571K | Buy |
|
|||||
|
2016
Q2 | $517K | Buy |
|
|||||
|
2016
Q1 | $162K | Buy |
|
|||||
|
2015
Q4 | $124K | Sell |
|
|||||
|
2015
Q3 | $131K | Buy |
|
|||||
|
2015
Q2 | $104K | Buy |
|
|||||
|
2015
Q1 | $24K | Hold |
|
|||||
|
2014
Q4 | $24K | Buy |
|
|||||
|
2014
Q3 | $7K | Hold |
|
|||||
|
2014
Q2 | $8K | Hold |
|
|||||
|
2014
Q1 | $8K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $7K | Hold |
|
|||||
|
2013
Q2 | $7K | Buy |
|