Crossmark Global Holdings’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
Q1 | – | Sell |
-2,848
| Closed | -$321K | – | 1399 |
|
|
2018
Q4 | $321K | Sell |
2,848
-11
| -0.4% | -$1.24K | 0.01% | 1039 |
|
|
2018
Q3 | $329K | Hold |
2,859
| – | – | 0.01% | 1253 |
|
|
2018
Q2 | $328K | Sell |
2,859
-471
| -14% | -$54K | 0.01% | 1239 |
|
|
2018
Q1 | $391K | Sell |
3,330
-335
| -9% | -$39.3K | 0.01% | 1090 |
|
|
2017
Q4 | $446K | Sell |
3,665
-697
| -16% | -$84.8K | 0.01% | 1081 |
|
|
2017
Q3 | $529K | Buy |
+4,362
| New | +$529K | 0.01% | 926 |
|
|
2016
Q3 | $529K | Buy |
+4,362
| New | +$529K | 0.01% | 926 |
|