MKD Wealth Coaches’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
Q4 | – | Sell |
-2,616
| Closed | -$352K | – | 32 |
|
|
2020
Q3 | $352K | Sell |
2,616
-794
| -23% | -$107K | 0.5% | 24 |
|
|
2020
Q2 | $459K | Buy |
3,410
+18
| +0.5% | +$2.42K | 0.58% | 19 |
|
|
2020
Q1 | $419K | Buy |
3,392
+1,535
| +83% | +$190K | 0.56% | 27 |
|
|
2019
Q4 | $238K | Buy |
1,857
+25
| +1% | +$3.2K | 0.2% | 50 |
|
|
2019
Q3 | $234K | Sell |
1,832
-53
| -3% | -$6.77K | 0.24% | 45 |
|
|
2019
Q2 | $234K | Buy |
1,885
+174
| +10% | +$21.6K | 0.21% | 44 |
|
|
2019
Q1 | $204K | Sell |
1,711
-3,325
| -66% | -$396K | 0.21% | 43 |
|
|
2018
Q4 | $568K | Buy |
+5,036
| New | +$568K | 0.67% | 31 |
|