Kavar Capital Partners Group’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
Q3 | – | Sell |
-75
| Closed | -$9K | – | 269 |
|
2018
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 326 |
|
2018
Q1 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 330 |
|
2016
Q1 | – | Sell |
-75
| Closed | -$8K | – | 255 |
|
2015
Q4 | $8K | Hold |
75
| – | – | 0.01% | 280 |
|
2015
Q3 | $8K | Hold |
75
| – | – | 0.01% | 291 |
|
2015
Q2 | $8K | Buy |
+75
| New | +$8K | 0.01% | 312 |
|
2014
Q2 | – | Sell |
-75
| Closed | -$8K | – | 307 |
|
2014
Q1 | $8K | Hold |
75
| – | – | 0.01% | 327 |
|
2013
Q4 | $8K | Buy |
+75
| New | +$8K | 0.01% | 306 |
|