CT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.1M | Buy |
17,806
+135
| +0.8% | +$15.9K | 1.29% | 20 |
|
|
2016
Q4 | $2.07M | Sell |
17,671
-2,153
| -11% | -$252K | 1.31% | 19 |
|
|
2016
Q3 | $2.44M | Sell |
19,824
-149
| -0.7% | -$18.4K | 1.49% | 15 |
|
|
2016
Q2 | $2.45M | Sell |
19,973
-2,412
| -11% | -$296K | 1.51% | 14 |
|
|
2016
Q1 | $2.66M | Buy |
22,385
+88
| +0.4% | +$10.5K | 1.5% | 15 |
|
|
2015
Q4 | $2.54M | Buy |
22,297
+492
| +2% | +$56.1K | 1.46% | 17 |
|
|
2015
Q3 | $2.53M | Buy |
21,805
+511
| +2% | +$59.3K | 1.59% | 13 |
|
|
2015
Q2 | $2.46M | Sell |
21,294
-1,044
| -5% | -$121K | 1.4% | 14 |
|
|
2015
Q1 | $2.72M | Buy |
22,338
+166
| +0.7% | +$20.2K | 1.51% | 14 |
|
|
2014
Q4 | $2.65M | Buy |
+22,172
| New | +$2.65M | 2% | 8 |
|
|
2014
Q1 | $2.72M | Buy |
+22,338
| New | +$2.72M | 1.51% | 14 |
|