Foresight 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
2020
Q3
Sell
-1,496
Closed -$201K 95
2020
Q2
$201K Sell
1,496
-1,221
-45% -$164K 0.09% 87
2020
Q1
$336K Buy
2,717
+755
+38% +$93.4K 0.23% 54
2019
Q4
$251K Buy
+1,962
New +$251K 0.15% 78