Laurel Wealth Advisors (California)’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
Q4 | $627K | Buy |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $858K | Buy |
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|
2021
Q3 | $687K | Sell |
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|
2021
Q2 | $705K | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $609K | Sell |
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|
2020
Q2 | $663K | Sell |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $774K | Buy |
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|
2019
Q3 | $738K | Buy |
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|
2019
Q2 | $716K | Buy |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $386K | Sell |
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|
2018
Q3 | $566K | Sell |
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|
2018
Q2 | $584K | Sell |
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|
2018
Q1 | $615K | Sell |
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|
2017
Q4 | $662K | Buy |
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|
2017
Q3 | $491K | Hold |
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|
2017
Q2 | $488K | Sell |
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|
2017
Q1 | $480K | Sell |
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|
2016
Q4 | $478K | Sell |
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|
2016
Q3 | $620K | Sell |
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|
2016
Q2 | $634K | Sell |
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|
2016
Q1 | $773K | Sell |
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|
2015
Q4 | $824K | Buy |
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