Johnson Midwest Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32
| Closed | -$3.51K | – | 382 |
|
|
2023
Q1 | $3.51K | Buy |
+32
| New | +$3.51K | 0.01% | 297 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 311 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $1K | Sell |
5
-445
| -99% | -$89K | ﹤0.01% | 301 |
|
|
2021
Q2 | $1K | Buy |
450
+377
| +516% | +$838 | ﹤0.01% | 282 |
|
|
2021
Q1 | $9K | Sell |
73
-8,377
| -99% | -$1.03M | 0.01% | 170 |
|
|
2020
Q4 | $1.17M | Buy |
+8,450
| New | +$1.17M | 1.11% | 8 |
|