Demars Financial Group’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 |
-5,859
| Closed | -$776K | – | 96 |
|
|
2021
Q4 | $776K | Sell |
5,859
-185
| -3% | -$24.5K | 0.41% | 52 |
|
|
2021
Q3 | $804K | Buy |
6,044
+1,882
| +45% | +$250K | 0.47% | 46 |
|
|
2021
Q2 | $559K | Buy |
4,162
+1,022
| +33% | +$137K | 0.34% | 50 |
|
|
2021
Q1 | $408K | Buy |
3,140
+297
| +10% | +$38.6K | 0.27% | 59 |
|
|
2020
Q4 | $393K | Buy |
2,843
+114
| +4% | +$15.8K | 0.28% | 54 |
|
|
2020
Q3 | $368K | Buy |
2,729
+959
| +54% | +$129K | 0.28% | 47 |
|
|
2020
Q2 | $238K | Buy |
+1,770
| New | +$238K | 0.2% | 53 |
|