Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,341
| Closed | -$255K | – | 127 |
|
|
2024
Q1 | $255K | Sell |
2,341
-1,641
| -41% | -$179K | 0.1% | 101 |
|
|
2023
Q4 | $441K | Sell |
3,982
-8,965
| -69% | -$992K | 0.19% | 75 |
|
|
2023
Q3 | $1.32M | Buy |
12,947
+654
| +5% | +$66.7K | 0.66% | 37 |
|
|
2023
Q2 | $1.33M | Sell |
12,293
-3,475
| -22% | -$376K | 0.62% | 39 |
|
|
2023
Q1 | $1.73M | Sell |
15,768
-7,021
| -31% | -$770K | 0.82% | 33 |
|
|
2022
Q4 | $2.4M | Buy |
22,789
+4,642
| +26% | +$489K | 1.18% | 25 |
|
|
2022
Q3 | $1.86M | Buy |
18,147
+7,694
| +74% | +$788K | 0.95% | 27 |
|
|
2022
Q2 | $1.15M | Sell |
10,453
-18,407
| -64% | -$2.03M | 0.58% | 37 |
|
|
2022
Q1 | $3.49M | Buy |
28,860
+3,482
| +14% | +$421K | 1.61% | 20 |
|
|
2021
Q4 | $3.36M | Buy |
25,378
+19,987
| +371% | +$2.65M | 1.37% | 24 |
|
|
2021
Q3 | $717K | Sell |
5,391
-22
| -0.4% | -$2.93K | 0.31% | 53 |
|
|
2021
Q2 | $727K | Buy |
5,413
+312
| +6% | +$41.9K | 0.33% | 51 |
|
|
2021
Q1 | $663K | Sell |
5,101
-231
| -4% | -$30K | 0.37% | 35 |
|
|
2020
Q4 | $737K | Sell |
5,332
-2,032
| -28% | -$281K | 0.48% | 36 |
|
|
2020
Q3 | $992K | Sell |
7,364
-1,514
| -17% | -$204K | 0.7% | 29 |
|
|
2020
Q2 | $1.19M | Buy |
8,878
+751
| +9% | +$101K | 0.87% | 26 |
|
|
2020
Q1 | $1M | Buy |
8,127
+331
| +4% | +$40.9K | 0.83% | 22 |
|
|
2019
Q4 | $998K | Sell |
7,796
-565
| -7% | -$72.3K | 0.72% | 30 |
|
|
2019
Q3 | $1.05M | Sell |
8,361
-90
| -1% | -$11.3K | 0.78% | 29 |
|
|
2019
Q2 | $1.05M | Buy |
+8,451
| New | +$1.05M | 0.84% | 21 |
|