Moulton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-29,307
| Closed | -$3.55M | – | 15 |
|
|
2022
Q2 | $3.55M | Hold |
29,307
| – | – | 3.69% | 8 |
|
|
2022
Q1 | $3.55M | Sell |
29,307
-215,515
| -88% | -$26.1M | 3.69% | 8 |
|
|
2021
Q4 | $32.1M | Buy |
244,822
+15,245
| +7% | +$2M | 23.46% | 1 |
|
|
2021
Q3 | $30.7M | Buy |
229,577
+129,534
| +129% | +$17.3M | 22.92% | 1 |
|
|
2021
Q2 | $13.4M | Sell |
100,043
-38,738
| -28% | -$5.2M | 9.81% | 1 |
|
|
2021
Q1 | $18.2M | Sell |
138,781
-91,922
| -40% | -$12M | 13.71% | 1 |
|
|
2020
Q4 | $31.2M | Buy |
+230,703
| New | +$31.2M | 25.12% | 1 |
|