FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $761K | Sell |
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2024
Q2 | $762K | Sell |
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2024
Q1 | $947K | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $5.28M | Sell |
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|
2023
Q2 | $6.34M | Hold |
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|
2023
Q1 | $6.34M | Hold |
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|
2022
Q4 | $6.34M | Buy |
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|
2022
Q3 | $5.91M | Sell |
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|
2022
Q2 | $6.63M | Buy |
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|
2022
Q1 | $6.16M | Buy |
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|
2021
Q4 | $720K | Buy |
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|
2021
Q3 | $683K | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.91K | Sell |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $723K | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $928K | Buy |
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