Hefty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-412
| Closed | -$50K | – | 265 |
|
|
2017
Q4 | $50K | Buy |
412
+88
| +27% | +$10.7K | 0.03% | 145 |
|
|
2017
Q3 | $39K | Buy |
+324
| New | +$39K | 0.03% | 142 |
|
|
2017
Q1 | – | Sell |
-939
| Closed | -$110K | – | 261 |
|
|
2016
Q4 | $110K | Sell |
939
-25,715
| -96% | -$3.01M | 0.09% | 82 |
|
|
2016
Q3 | $3.28M | Buy |
26,654
+1,331
| +5% | +$164K | 2.49% | 8 |
|
|
2016
Q2 | $3.11M | Buy |
25,323
+1,080
| +4% | +$133K | 2.56% | 7 |
|
|
2016
Q1 | $2.88M | Buy |
24,243
+1,330
| +6% | +$158K | 2.69% | 6 |
|
|
2015
Q4 | $2.61M | Buy |
+22,913
| New | +$2.61M | 2.49% | 7 |
|