Parisi Gray Wealth Management’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
Q3 | – | Sell |
-690
| Closed | -$93K | – | 356 |
|
|
2021
Q2 | $93K | Buy |
+690
| New | +$93K | 0.03% | 217 |
|
|
2019
Q2 | – | Sell |
-31
| Closed | -$4K | – | 294 |
|
|
2019
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 520 |
|
|
2018
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 503 |
|
|
2018
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 515 |
|
|
2018
Q1 | $4K | Sell |
31
-22
| -42% | -$2.84K | ﹤0.01% | 524 |
|
|
2017
Q4 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 522 |
|