Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-66
| Closed | -$8K | – | 734 |
|
|
2020
Q2 | $8K | Hold |
66
| – | – | ﹤0.01% | 831 |
|
|
2020
Q1 | $8K | Sell |
66
-3,023
| -98% | -$366K | ﹤0.01% | 725 |
|
|
2019
Q4 | $395K | Hold |
3,089
| – | – | 0.08% | 164 |
|
|
2019
Q3 | $393K | Buy |
3,089
+5
| +0.2% | +$636 | 0.09% | 148 |
|
|
2019
Q2 | $384K | Buy |
3,084
+2,878
| +1,397% | +$358K | 0.09% | 150 |
|
|
2019
Q1 | $25K | Hold |
206
| – | – | 0.01% | 483 |
|
|
2018
Q4 | $23K | Buy |
+206
| New | +$23K | 0.01% | 471 |
|