Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $740K | Sell |
6,684
-2,013
| -23% | -$223K | 0.18% | 127 |
|
|
2023
Q3 | $887K | Buy |
8,697
+263
| +3% | +$26.8K | 0.25% | 102 |
|
|
2023
Q2 | $912K | Sell |
8,434
-8,204
| -49% | -$887K | 0.26% | 92 |
|
|
2023
Q1 | $1.82M | Buy |
+16,638
| New | +$1.82M | 0.99% | 27 |
|
|
2022
Q1 | $363K | Sell |
3,003
-6
| -0.2% | -$725 | 0.18% | 134 |
|
|
2021
Q4 | $399K | Sell |
3,009
-14,818
| -83% | -$1.96M | 0.2% | 105 |
|
|
2021
Q3 | $2.37M | Sell |
17,827
-867
| -5% | -$115K | 0.97% | 24 |
|
|
2021
Q2 | $2.51M | Buy |
18,694
+15,784
| +542% | +$2.12M | 0.97% | 23 |
|
|
2021
Q1 | $378K | Sell |
2,910
-9,048
| -76% | -$1.18M | 0.22% | 106 |
|
|
2020
Q4 | $1.65M | Buy |
+11,958
| New | +$1.65M | 1.14% | 19 |
|