Lehman & Derafelo Financial Resources’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
Q4 | – | Sell |
-24
| Closed | -$2K | – | 159 |
|
|
2022
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 193 |
|
|
2022
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 195 |
|
|
2021
Q4 | – | Sell |
-24
| Closed | -$3K | – | 158 |
|
|
2021
Q3 | $3K | Sell |
24
-1
| -4% | -$125 | ﹤0.01% | 191 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 215 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 216 |
|
|
2020
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 216 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 220 |
|
|
2020
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 208 |
|
|
2019
Q3 | – | Sell |
-14
| Closed | -$2K | – | 200 |
|
|
2019
Q2 | $2K | Sell |
14
-5
| -26% | -$714 | ﹤0.01% | 178 |
|
|
2019
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 178 |
|
|
2018
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 168 |
|