Leisure 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,692
| Closed | -$204K | – | 115 |
|
2017
Q2 | $204K | Hold |
1,692
| – | – | 0.18% | 96 |
|
2017
Q1 | $200K | Sell |
1,692
-266
| -14% | -$31.4K | 0.18% | 91 |
|
2016
Q4 | $229K | Sell |
1,958
-167
| -8% | -$19.5K | 0.21% | 83 |
|
2016
Q3 | $262K | Hold |
2,125
| – | – | 0.25% | 78 |
|
2016
Q2 | $261K | Buy |
+2,125
| New | +$261K | 0.26% | 75 |
|