Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,006
| Closed | -$218K | – | 443 |
|
|
2024
Q1 | $218K | Buy |
2,006
+80
| +4% | +$8.71K | 0.04% | 192 |
|
|
2023
Q4 | $213K | Buy |
+1,926
| New | +$213K | 0.01% | 561 |
|
|
2022
Q3 | – | Sell |
-5,209
| Closed | -$573K | – | 540 |
|
|
2022
Q2 | $573K | Buy |
+5,209
| New | +$573K | 0.05% | 325 |
|
|
2019
Q3 | – | Sell |
-370
| Closed | -$459 | – | 361 |
|
|
2019
Q2 | $459 | Buy |
+370
| New | +$459 | 0.02% | 385 |
|