Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-442
| Closed | -$59K | – | 227 |
|
|
2021
Q4 | $59K | Buy |
+442
| New | +$59K | 0.03% | 185 |
|
|
2021
Q2 | $59K | Hold |
442
| – | – | 0.03% | 161 |
|
|
2021
Q1 | $57K | Buy |
+442
| New | +$57K | 0.03% | 157 |
|
|
2020
Q3 | $80K | Hold |
595
| – | – | 0.06% | 114 |
|
|
2020
Q2 | $80K | Buy |
+595
| New | +$80K | 0.06% | 114 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$25K | – | 178 |
|
|
2019
Q3 | $25K | Hold |
200
| – | – | 0.03% | 131 |
|
|
2019
Q2 | $25K | Hold |
200
| – | – | 0.02% | 147 |
|
|
2019
Q1 | $24K | Hold |
200
| – | – | 0.02% | 146 |
|
|
2018
Q4 | $23K | Buy |
+200
| New | +$23K | 0.02% | 151 |
|