Fiduciary Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8
| Closed | -$1K | – | 174 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 249 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 221 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 180 |
|
|
2020
Q2 | – | Sell |
-22,059
| Closed | -$2.73M | – | 40 |
|
|
2020
Q1 | $2.73M | Buy |
+22,059
| New | +$2.73M | 5.11% | 4 |
|