LCM
Levitt Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $2.06M | Sell |
17,310
-30,461
| -64% | -$3.63M | 4.94% | 4 |
|
|
2014
Q1 | $5.59M | Sell |
47,771
-4,786
| -9% | -$560K | 5.3% | 4 |
|
|
2013
Q4 | $6M | Sell |
52,557
-116
| -0.2% | -$13.2K | 7.32% | 2 |
|
|
2013
Q3 | $5.98M | Sell |
52,673
-4,980
| -9% | -$565K | 8.42% | 3 |
|
|
2013
Q2 | $6.55M | Buy |
+57,653
| New | +$6.55M | 11.35% | 3 |
|