Lenox Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $79K | Sell |
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|
2019
Q3 | $111K | Sell |
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|
2019
Q2 | $130K | Buy |
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|
2019
Q1 | $92K | Sell |
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|
2018
Q4 | $3.38M | Buy |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $19K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4K | Sell |
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|
2016
Q4 | $6K | Buy |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Buy |
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