Lake Point Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$0 Hold
2021
Q4
$0 Hold
2021
Q3
$0 Hold
2021
Q2
$0 Buy
2020
Q1
$12K Hold
2019
Q4
$13K Buy
2019
Q2
$14K Hold
2019
Q1
$14K Sell
2018
Q4
$209K Buy