Karn Couzens & Associates’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
Q1 | $313K | Buy |
2,590
+272
| +12% | +$32.9K | 0.2% | 66 |
|
|
2021
Q4 | $307K | Sell |
2,318
-664
| -22% | -$87.9K | 0.21% | 63 |
|
|
2021
Q3 | $397K | Buy |
2,982
+565
| +23% | +$75.2K | 0.3% | 47 |
|
|
2021
Q2 | $325K | Sell |
2,417
-4,438
| -65% | -$597K | 0.25% | 55 |
|
|
2021
Q1 | $891K | Hold |
6,855
| – | – | 0.8% | 25 |
|
|
2020
Q4 | $947K | Buy |
+6,855
| New | +$947K | 0.9% | 21 |
|