Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $31.6K | Hold |
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2023
Q1 | $32K | Sell |
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2022
Q4 | $40.2K | Sell |
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2022
Q3 | $184K | Sell |
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2022
Q2 | $406K | Sell |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.43M | Sell |
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|
2021
Q3 | $2.53M | Buy |
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2021
Q2 | $2.51M | Buy |
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2021
Q1 | $2.31M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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