CPA
Clear Perspective Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-44
| Closed | -$5K | – | 310 |
|
|
2018
Q2 | $5K | Hold |
44
| – | – | ﹤0.01% | 422 |
|
|
2018
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 404 |
|
|
2017
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 390 |
|
|
2017
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 387 |
|
|
2017
Q2 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 390 |
|