Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-191
| Closed | -$22K | – | 262 |
|
|
2018
Q3 | $22K | Hold |
191
| – | – | 0.01% | 164 |
|
|
2018
Q2 | $22K | Sell |
191
-320
| -63% | -$36.9K | 0.01% | 181 |
|
|
2018
Q1 | $60K | Hold |
511
| – | – | 0.02% | 107 |
|
|
2017
Q4 | $62K | Hold |
511
| – | – | 0.02% | 121 |
|
|
2017
Q3 | $62K | Sell |
511
-335
| -40% | -$40.6K | 0.02% | 79 |
|
|
2017
Q2 | $102K | Sell |
846
-290
| -26% | -$35K | 0.03% | 97 |
|
|
2017
Q1 | $134K | Sell |
1,136
-340
| -23% | -$40.1K | 0.05% | 85 |
|
|
2016
Q4 | $174K | Buy |
+1,476
| New | +$174K | 0.1% | 70 |
|