Godshalk Welsh Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$204K | – | 115 |
|
|
2021
Q2 | $204K | Buy |
+1,500
| New | +$204K | 0.13% | 116 |
|
|
2019
Q2 | – | Sell |
-2,918
| Closed | -$347K | – | 109 |
|
|
2019
Q1 | $347K | Sell |
2,918
-1,839
| -39% | -$219K | 0.33% | 84 |
|
|
2018
Q4 | $537K | Buy |
+4,757
| New | +$537K | 0.6% | 61 |
|
|
2015
Q1 | – | Sell |
-1,250
| Closed | -$149K | – | 198 |
|
|
2014
Q4 | $149K | Buy |
+1,250
| New | +$149K | 0.14% | 153 |
|