LCM Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,359
| Closed | -$255K | – | 89 |
|
|
2023
Q2 | $255K | Hold |
2,359
| – | – | 0.21% | 71 |
|
|
2023
Q1 | $259K | Hold |
2,359
| – | – | 0.23% | 68 |
|
|
2022
Q4 | $249K | Sell |
2,359
-11
| -0.5% | -$1.16K | 0.24% | 64 |
|
|
2022
Q3 | $243K | Hold |
2,370
| – | – | 0.26% | 59 |
|
|
2022
Q2 | $261K | Sell |
2,370
-200
| -8% | -$22K | 0.26% | 58 |
|
|
2022
Q1 | $311K | Sell |
2,570
-25
| -1% | -$3.03K | 0.25% | 60 |
|
|
2021
Q4 | $344K | Buy |
2,595
+22
| +0.9% | +$2.92K | 0.27% | 58 |
|
|
2021
Q3 | $342K | Hold |
2,573
| – | – | 0.29% | 59 |
|
|
2021
Q2 | $346K | Buy |
2,573
+393
| +18% | +$52.8K | 0.29% | 57 |
|
|
2021
Q1 | $284K | Buy |
+2,180
| New | +$284K | 0.25% | 62 |
|