Meridian Wealth Partners’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
2020
Q3
Sell
-305
Closed -$41K 220
2020
Q2
$41K Sell
305
-188
-38% -$25.3K 0.02% 138
2020
Q1
$61K Buy
493
+77
+19% +$9.53K 0.04% 110
2019
Q4
$53K Buy
+416
New +$53K 0.03% 129