Ellis Investment Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $159K | Sell |
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2022
Q2 | $175K | Buy |
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2022
Q1 | $192K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $160K | Sell |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $150K | Buy |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $161K | Buy |
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|
2019
Q3 | $149K | Buy |
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|
2019
Q2 | $145K | Buy |
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