MCIA
Mountain Capital Investment 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
Q2 | – | Sell |
-19,968
| Closed | -$2.62M | – | 134 |
|
|
2021
Q1 | $2.62M | Sell |
19,968
-37,696
| -65% | -$4.95M | 1.32% | 16 |
|
|
2020
Q4 | $7.8M | Sell |
57,664
-1,484
| -3% | -$201K | 4.7% | 3 |
|
|
2020
Q3 | $8.03M | Buy |
59,148
+47,129
| +392% | +$6.4M | 5.18% | 3 |
|
|
2020
Q2 | $1.63M | Buy |
12,019
+9,069
| +307% | +$1.23M | 0.75% | 21 |
|
|
2020
Q1 | $389K | Sell |
2,950
-5,806
| -66% | -$766K | 0.2% | 29 |
|
|
2019
Q4 | $1.12M | Buy |
+8,756
| New | +$1.12M | 0.5% | 19 |
|
|
2017
Q4 | – | Sell |
-46
| Closed | -$6K | – | 252 |
|
|
2017
Q3 | $6K | Hold |
46
| – | – | 0.01% | 327 |
|
|
2017
Q2 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 377 |
|