Hutchens Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.3M | Buy |
10,725
+1,500
| +16% | +$182K | 1.23% | 41 |
|
|
2017
Q3 | $1.12M | Sell |
9,225
-2,525
| -21% | -$306K | 1.01% | 45 |
|
|
2017
Q2 | $1.42M | Hold |
11,750
| – | – | 1.22% | 44 |
|
|
2017
Q1 | $1.39M | Buy |
+11,750
| New | +$1.39M | 1.23% | 44 |
|
|
2016
Q4 | – | Sell |
-12,400
| Closed | -$1.53M | – | 63 |
|
|
2016
Q3 | $1.53M | Buy |
12,400
+3,860
| +45% | +$475K | 1.44% | 41 |
|
|
2016
Q2 | $1.05M | Buy |
8,540
+1,200
| +16% | +$147K | 1.01% | 47 |
|
|
2016
Q1 | $872K | Buy |
7,340
+1,000
| +16% | +$119K | 0.87% | 47 |
|
|
2015
Q4 | $722K | Buy |
6,340
+4,425
| +231% | +$504K | 0.71% | 47 |
|
|
2015
Q3 | $222K | Hold |
1,915
| – | – | 0.23% | 57 |
|
|
2015
Q2 | $222K | Hold |
1,915
| – | – | 0.21% | 61 |
|
|
2015
Q1 | $233K | Hold |
1,915
| – | – | 0.21% | 64 |
|
|
2014
Q4 | $229K | Buy |
+1,915
| New | +$229K | 0.21% | 67 |
|