Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-120
| Closed | -$14K | – | 1118 |
|
|
2018
Q4 | $14K | Sell |
120
-40
| -25% | -$4.67K | 0.01% | 484 |
|
|
2018
Q3 | $18K | Hold |
160
| – | – | 0.01% | 391 |
|
|
2018
Q2 | $19K | Sell |
160
-20
| -11% | -$2.38K | 0.01% | 393 |
|
|
2018
Q1 | $21K | Hold |
180
| – | – | 0.01% | 361 |
|
|
2017
Q4 | $21K | Buy |
+180
| New | +$21K | 0.01% | 357 |
|