Oliver Lagore Vanvalin Investment Group’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
Q2 | – | Sell |
-573
| Closed | -$62.5K | – | 783 |
|
|
2024
Q1 | $62.5K | Sell |
573
-1,729
| -75% | -$188K | 0.02% | 222 |
|
|
2023
Q4 | $255K | Buy |
2,302
+611
| +36% | +$67.6K | 0.09% | 98 |
|
|
2023
Q3 | $173K | Buy |
1,691
+1,518
| +877% | +$155K | 0.07% | 127 |
|
|
2023
Q2 | $18.7K | Buy |
+173
| New | +$18.7K | 0.01% | 376 |
|
|
2022
Q4 | – | Sell |
-437
| Closed | -$45K | – | 723 |
|
|
2022
Q3 | $45K | Buy |
437
+386
| +757% | +$39.7K | 0.03% | 181 |
|
|
2022
Q2 | $6K | Buy |
51
+39
| +325% | +$4.59K | ﹤0.01% | 391 |
|
|
2022
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 535 |
|