New Potomac Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.3K | Buy |
+100
| New | +$11.3K | 0.01% | 145 |
|
|
2020
Q4 | – | Sell |
-900
| Closed | -$121K | – | 96 |
|
|
2020
Q3 | $121K | Hold |
900
| – | – | 0.1% | 70 |
|
|
2020
Q2 | $121K | Buy |
900
+245
| +37% | +$32.9K | 0.11% | 73 |
|
|
2020
Q1 | $81K | Hold |
655
| – | – | 0.09% | 75 |
|
|
2019
Q4 | $84K | Sell |
655
-25
| -4% | -$3.21K | 0.08% | 87 |
|
|
2019
Q3 | $87K | Hold |
680
| – | – | 0.09% | 82 |
|
|
2019
Q2 | $85K | Hold |
680
| – | – | 0.09% | 86 |
|
|
2019
Q1 | $81K | Hold |
680
| – | – | 0.08% | 89 |
|
|
2018
Q4 | $77K | Buy |
680
+400
| +143% | +$45.3K | 0.08% | 88 |
|
|
2018
Q3 | $32K | Sell |
280
-100
| -26% | -$11.4K | 0.03% | 112 |
|
|
2018
Q2 | $44K | Hold |
380
| – | – | 0.04% | 103 |
|
|
2018
Q1 | $45K | Sell |
380
-80
| -17% | -$9.47K | 0.04% | 102 |
|
|
2017
Q4 | $56K | Buy |
+460
| New | +$56K | 0.05% | 91 |
|