Ground Swell Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,660
| Closed | -$526K | – | 208 |
|
|
2024
Q3 | $526K | Buy |
+4,660
| New | +$526K | 0.46% | 23 |
|
|
2024
Q2 | – | Sell |
-4,242
| Closed | -$462K | – | 200 |
|
|
2024
Q1 | $462K | Buy |
+4,242
| New | +$462K | 0.42% | 16 |
|
|
2023
Q3 | – | Sell |
-2,038
| Closed | -$220K | – | 100 |
|
|
2023
Q2 | $220K | Buy |
+2,038
| New | +$220K | 0.53% | 17 |
|