Elite Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-236
| Closed | -$28K | – | 293 |
|
2014
Q3 | $28K | Hold |
236
| – | – | 0.03% | 148 |
|
2014
Q2 | $28K | Hold |
236
| – | – | 0.03% | 149 |
|
2014
Q1 | $28K | Hold |
236
| – | – | 0.02% | 164 |
|
2013
Q4 | $27K | Sell |
236
-47
| -17% | -$5.38K | 0.02% | 227 |
|
2013
Q3 | $32K | Sell |
283
-304
| -52% | -$34.4K | 0.03% | 198 |
|
2013
Q2 | $67K | Buy |
+587
| New | +$67K | 0.1% | 107 |
|