Patriot 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
2018
Q4
$1.05M Buy
9,300
+101
+1% +$11.4K 0.15% 64
2018
Q3
$1.06M Sell
9,199
-760
-8% -$87.3K 0.13% 66
2018
Q2
$1.14M Sell
9,959
-3,939
-28% -$451K 0.16% 64
2018
Q1
$1.63M Sell
13,898
-202
-1% -$23.7K 0.23% 68
2017
Q4
$1.71M Buy
+14,100
New +$1.71M 0.24% 69