LaFleur & Godfrey’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
Q4 | – | Sell |
-2,347
| Closed | -$239K | – | 139 |
|
2023
Q3 | $239K | Hold |
2,347
| – | – | 0.04% | 110 |
|
2023
Q2 | $254K | Hold |
2,347
| – | – | 0.04% | 113 |
|
2023
Q1 | $257K | Hold |
2,347
| – | – | 0.04% | 112 |
|
2022
Q4 | $247K | Hold |
2,347
| – | – | 0.04% | 112 |
|
2022
Q3 | $240K | Hold |
2,347
| – | – | 0.04% | 112 |
|
2022
Q2 | $258K | Sell |
2,347
-155
| -6% | -$17K | 0.04% | 113 |
|
2022
Q1 | $303K | Buy |
2,502
+19
| +0.8% | +$2.3K | 0.04% | 114 |
|
2021
Q4 | $329K | Hold |
2,483
| – | – | 0.04% | 111 |
|
2021
Q3 | $330K | Hold |
2,483
| – | – | 0.05% | 112 |
|
2021
Q2 | $334K | Buy |
+2,483
| New | +$334K | 0.05% | 106 |
|