LJAC
L.J. Altfest & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65,594
| Closed | -$6.92M | – | 283 |
|
|
2022
Q4 | $6.92M | Buy |
+65,594
| New | +$6.92M | 1.15% | 18 |
|
|
2020
Q4 | – | Sell |
-1,565
| Closed | -$211K | – | 276 |
|
|
2020
Q3 | $211K | Sell |
1,565
-25,191
| -94% | -$3.4M | 0.06% | 208 |
|
|
2020
Q2 | $3.6M | Buy |
+26,756
| New | +$3.6M | 1.04% | 20 |
|