Danda Trouve Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,268
| Closed | -$168K | – | 128 |
|
|
2021
Q4 | $168K | Sell |
1,268
-1,246
| -50% | -$165K | 0.19% | 34 |
|
|
2021
Q3 | $334K | Buy |
2,514
+1,474
| +142% | +$196K | 0.4% | 33 |
|
|
2021
Q2 | $140K | Buy |
+1,040
| New | +$140K | 0.17% | 39 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 159 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 179 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 153 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 158 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 160 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 163 |
|