Meridian Wealth Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,820
| Closed | -$231K | – | 559 |
|
|
2023
Q1 | $231K | Hold |
8,820
| – | – | 0.02% | 482 |
|
|
2022
Q4 | $222K | Buy |
8,820
+225
| +3% | +$5.65K | 0.02% | 470 |
|
|
2022
Q3 | $207K | Hold |
8,595
| – | – | 0.02% | 451 |
|
|
2022
Q2 | $223K | Sell |
8,595
-75
| -0.9% | -$1.95K | 0.02% | 498 |
|
|
2022
Q1 | $252K | Buy |
8,670
+245
| +3% | +$7.12K | 0.03% | 340 |
|
|
2021
Q4 | $258K | Buy |
+8,425
| New | +$258K | 0.03% | 346 |
|