EFS
Essex Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,018
| Closed | -$308K | – | 517 |
|
|
2023
Q3 | $308K | Buy |
+3,018
| New | +$308K | 0.04% | 366 |
|
|
2023
Q1 | – | Sell |
-2,368
| Closed | -$249K | – | 501 |
|
|
2022
Q4 | $249K | Buy |
+2,368
| New | +$249K | 0.03% | 409 |
|
|
2014
Q1 | – | Sell |
-2,086
| Closed | -$238K | – | 290 |
|
|
2013
Q4 | $238K | Sell |
2,086
-1,749
| -46% | -$200K | 0.08% | 238 |
|
|
2013
Q3 | $435 | Buy |
3,835
+194
| +5% | +$22 | 0.14% | 148 |
|
|
2013
Q2 | $414K | Buy |
+3,641
| New | +$414K | 0.14% | 150 |
|