Hedeker 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-34,890
| Closed | -$4.46M | – | 62 |
|
|
2019
Q4 | $4.46M | Buy |
34,890
+3,333
| +11% | +$426K | 2.39% | 13 |
|
|
2019
Q3 | $4.02M | Buy |
+31,557
| New | +$4.02M | 2.43% | 12 |
|
|
2016
Q4 | – | Sell |
-338
| Closed | -$2.75K | – | 151 |
|
|
2016
Q3 | $2.75K | Sell |
338
-1,602
| -83% | -$13K | 0.14% | 70 |
|
|
2016
Q2 | $238K | Buy |
+1,940
| New | +$238K | 0.21% | 112 |
|