Clearview Wealth Advisors’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
Q3 | – | Sell |
-67
| Closed | -$7.28K | – | 402 |
|
|
2023
Q2 | $7.28K | Buy |
67
+1
| +2% | +$109 | 0.01% | 394 |
|
|
2023
Q1 | $7.31K | Hold |
66
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $6.98K | Sell |
66
-251
| -79% | -$26.5K | 0.01% | 364 |
|
|
2022
Q3 | $33K | Sell |
317
-180
| -36% | -$18.7K | 0.03% | 201 |
|
|
2022
Q2 | $55K | Buy |
497
+3
| +0.6% | +$332 | 0.04% | 174 |
|
|
2022
Q1 | $60K | Sell |
494
-125
| -20% | -$15.2K | 0.04% | 183 |
|
|
2021
Q4 | $82K | Buy |
619
+3
| +0.5% | +$397 | 0.05% | 178 |
|
|
2021
Q3 | $82K | Buy |
616
+4
| +0.7% | +$532 | 0.05% | 184 |
|
|
2021
Q2 | $82K | Sell |
612
-2,089
| -77% | -$280K | 0.05% | 186 |
|
|
2021
Q1 | $351K | Buy |
2,701
+1,022
| +61% | +$133K | 0.23% | 83 |
|
|
2020
Q4 | $232K | Buy |
+1,679
| New | +$232K | 0.16% | 100 |
|