Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $124K | Sell |
1,040
-289
| -22% | -$34.5K | 0.05% | 132 |
|
|
2014
Q3 | $157K | Sell |
1,329
-41
| -3% | -$4.84K | 0.07% | 126 |
|
|
2014
Q2 | $163K | Sell |
1,370
-30
| -2% | -$3.57K | 0.07% | 125 |
|
|
2014
Q1 | $164K | Sell |
1,400
-1,015
| -42% | -$119K | 0.08% | 116 |
|
|
2013
Q4 | $276K | Sell |
2,415
-90
| -4% | -$10.3K | 0.16% | 81 |
|
|
2013
Q3 | $284K | Sell |
2,505
-2,837
| -53% | -$322K | 0.17% | 77 |
|
|
2013
Q2 | $607K | Buy |
+5,342
| New | +$607K | 0.39% | 48 |
|