Fulcrum Equity 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 |
-4,536
| Closed | -$601K | – | 165 |
|
|
2021
Q4 | $601K | Sell |
4,536
-1,864
| -29% | -$247K | 0.22% | 78 |
|
|
2021
Q3 | $851K | Sell |
6,400
-1,521
| -19% | -$202K | 0.33% | 70 |
|
|
2021
Q2 | $1.06M | Sell |
7,921
-3,280
| -29% | -$441K | 0.4% | 69 |
|
|
2021
Q1 | $1.46M | Sell |
11,201
-1,476
| -12% | -$192K | 0.58% | 58 |
|
|
2020
Q4 | $1.75M | Buy |
12,677
+1,799
| +17% | +$248K | 0.7% | 49 |
|
|
2020
Q3 | $1.47M | Buy |
10,878
+4,022
| +59% | +$542K | 0.68% | 44 |
|
|
2020
Q2 | $922K | Buy |
+6,856
| New | +$922K | 0.44% | 49 |
|
|
2019
Q4 | – | Sell |
-11,113
| Closed | -$1.42M | – | 170 |
|
|
2019
Q3 | $1.42M | Buy |
11,113
+3,281
| +42% | +$418K | 0.72% | 18 |
|
|
2019
Q2 | $986K | Buy |
7,832
+4,245
| +118% | +$534K | 0.47% | 21 |
|
|
2019
Q1 | $427K | Buy |
3,587
+104
| +3% | +$12.4K | 0.15% | 44 |
|
|
2018
Q4 | $393K | Buy |
+3,483
| New | +$393K | 0.14% | 31 |
|