Lokken Investment Group’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
Q1 | – | Sell |
-1,707
| Closed | -$226K | – | 138 |
|
|
2021
Q4 | $226K | Sell |
1,707
-83
| -5% | -$11K | 0.16% | 117 |
|
|
2021
Q3 | $238K | Sell |
1,790
-122
| -6% | -$16.2K | 0.19% | 107 |
|
|
2021
Q2 | $257K | Sell |
1,912
-173
| -8% | -$23.3K | 0.21% | 100 |
|
|
2021
Q1 | $271K | Sell |
2,085
-11,671
| -85% | -$1.52M | 0.24% | 92 |
|
|
2020
Q4 | $1.9M | Buy |
+13,756
| New | +$1.9M | 1.73% | 15 |
|