Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,422
| Closed | -$286K | – | 84 |
|
|
2017
Q1 | $286K | Hold |
2,422
| – | – | 0.26% | 75 |
|
|
2016
Q4 | $284K | Sell |
2,422
-400
| -14% | -$46.9K | 0.28% | 78 |
|
|
2016
Q3 | $348K | Hold |
2,822
| – | – | 0.34% | 66 |
|
|
2016
Q2 | $346K | Hold |
2,822
| – | – | 0.35% | 71 |
|
|
2016
Q1 | $335K | Hold |
2,822
| – | – | 0.34% | 74 |
|
|
2015
Q4 | $322K | Hold |
2,822
| – | – | 0.34% | 75 |
|
|
2015
Q3 | $328K | Sell |
2,822
-85
| -3% | -$9.88K | 0.34% | 77 |
|
|
2015
Q2 | $336K | Sell |
2,907
-141
| -5% | -$16.3K | 0.25% | 101 |
|
|
2015
Q1 | $371K | Sell |
3,048
-282
| -8% | -$34.3K | 0.27% | 94 |
|
|
2014
Q4 | $398K | Hold |
3,330
| – | – | 0.27% | 99 |
|
|
2014
Q3 | $394K | Buy |
3,330
+838
| +34% | +$99.2K | 0.26% | 97 |
|
|
2014
Q2 | $297K | Buy |
+2,492
| New | +$297K | 0.2% | 113 |
|