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MONECO Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-2,302
| Closed | -$306K | – | 261 |
|
2021
Q3 | $306K | Buy |
2,302
+152
| +7% | +$20.2K | 0.12% | 182 |
|
2021
Q2 | $289K | Sell |
2,150
-1,118
| -34% | -$150K | 0.13% | 158 |
|
2021
Q1 | $425K | Sell |
3,268
-133
| -4% | -$17.3K | 0.21% | 114 |
|
2020
Q4 | $464K | Sell |
3,401
-96
| -3% | -$13.1K | 0.26% | 92 |
|
2020
Q3 | $471K | Buy |
3,497
+471
| +16% | +$63.4K | 0.3% | 78 |
|
2020
Q2 | $407K | Buy |
3,026
+11
| +0.4% | +$1.48K | 0.32% | 74 |
|
2020
Q1 | $372K | Buy |
+3,015
| New | +$372K | 0.38% | 66 |
|