MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$39K | – | 376 |
|
|
2021
Q1 | $39K | Hold |
300
| – | – | 0.02% | 183 |
|
|
2020
Q4 | $41K | Hold |
300
| – | – | 0.02% | 177 |
|
|
2020
Q3 | $40K | Hold |
300
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $40K | Buy |
+300
| New | +$40K | 0.02% | 157 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$36K | – | 227 |
|
|
2017
Q2 | $36K | Buy |
+300
| New | +$36K | 0.02% | 175 |
|