Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.48K | Buy |
52
+26
| +100% | +$2.74K | ﹤0.01% | 868 |
|
|
2022
Q3 | $3K | Sell |
26
-49
| -65% | -$5.65K | ﹤0.01% | 833 |
|
|
2022
Q2 | $8.25K | Sell |
75
-4,618
| -98% | -$508K | ﹤0.01% | 695 |
|
|
2022
Q1 | $568K | Buy |
+4,693
| New | +$568K | 0.15% | 104 |
|
|
2021
Q3 | $483K | Buy |
3,629
+416
| +13% | +$55.4K | 0.17% | 91 |
|
|
2021
Q2 | $432K | Buy |
3,213
+547
| +21% | +$73.5K | 0.16% | 105 |
|
|
2021
Q1 | $347K | Buy |
+2,666
| New | +$347K | 0.2% | 92 |
|