Copperwynd Financial’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
Q4 | – | Sell |
-21,884
| Closed | -$2.47M | – | 144 |
|
2024
Q3 | $2.47M | Buy |
+21,884
| New | +$2.47M | 0.74% | 24 |
|
2021
Q1 | – | Sell |
-9,726
| Closed | -$1.34M | – | 119 |
|
2020
Q4 | $1.34M | Buy |
+9,726
| New | +$1.34M | 0.65% | 26 |
|
2020
Q1 | – | Sell |
-13,418
| Closed | -$1.72M | – | 99 |
|
2019
Q4 | $1.72M | Buy |
+13,418
| New | +$1.72M | 0.91% | 28 |
|