Leicht Financial Planning & 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
2020
Q2
Sell
-3,635
Closed -$449K 35
2020
Q1
$449K Sell
3,635
-12,853
-78% -$1.59M 0.43% 35
2019
Q4
$2.11M Sell
16,488
-3,985
-19% -$510K 1.92% 16
2019
Q3
$2.61M Buy
20,473
+13,737
+204% +$1.75M 2.49% 18
2019
Q2
$838K Buy
+6,736
New +$838K 0.82% 28