Navellier & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,757
| Closed | -$351K | – | 305 |
|
|
2019
Q3 | $351K | Buy |
2,757
+761
| +38% | +$96.9K | 0.06% | 209 |
|
|
2019
Q2 | $248K | Buy |
+1,996
| New | +$248K | 0.04% | 232 |
|
|
2016
Q4 | – | Sell |
-26,372
| Closed | -$3.25M | – | 305 |
|
|
2016
Q3 | $3.25M | Buy |
+26,372
| New | +$3.25M | 0.46% | 73 |
|
|
2014
Q4 | – | Sell |
-1,832
| Closed | -$217K | – | 347 |
|
|
2014
Q3 | $217K | Buy |
1,832
+29
| +2% | +$3.44K | 0.01% | 299 |
|
|
2014
Q2 | $215K | Buy |
+1,803
| New | +$215K | 0.01% | 297 |
|
|
2014
Q1 | – | Sell |
-7,339
| Closed | -$838K | – | 336 |
|
|
2013
Q4 | $838K | Buy |
+7,339
| New | +$838K | 0.04% | 118 |
|