Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 476 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 437 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $12K | Hold |
101
| – | – | 0.01% | 99 |
|
|
2019
Q4 | $13K | Buy |
+101
| New | +$13K | ﹤0.01% | 247 |
|
|
2019
Q2 | $14K | Hold |
113
| – | – | ﹤0.01% | 284 |
|
|
2019
Q1 | $14K | Sell |
113
-1,739
| -94% | -$215K | ﹤0.01% | 284 |
|
|
2018
Q4 | $209K | Buy |
+1,852
| New | +$209K | 0.08% | 143 |
|