CCG Wealth Management’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
2019
Q4
Sell
-1,621
Closed -$207K 102
2019
Q3
$207K Hold
1,621
0.14% 80
2019
Q2
$202K Sell
1,621
-363
-18% -$45.2K 0.14% 69
2019
Q1
$236K Buy
+1,984
New +$236K 0.19% 59