PCM
Peak Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,526
| Closed | -$194K | – | 21 |
|
|
2019
Q3 | $194K | Sell |
1,526
-355
| -19% | -$45.1K | 0.13% | 24 |
|
|
2019
Q2 | $237K | Sell |
1,881
-466
| -20% | -$58.7K | 0.16% | 24 |
|
|
2019
Q1 | $279K | Sell |
2,347
-730
| -24% | -$86.8K | 0.19% | 27 |
|
|
2018
Q4 | $347K | Buy |
3,077
+23
| +0.8% | +$2.59K | 0.25% | 33 |
|
|
2018
Q3 | $344K | Buy |
3,054
+29
| +1% | +$3.27K | 0.25% | 32 |
|
|
2018
Q2 | $347K | Sell |
3,025
-69
| -2% | -$7.92K | 0.21% | 49 |
|
|
2018
Q1 | $363K | Sell |
3,094
-7
| -0.2% | -$821 | 0.28% | 30 |
|
|
2017
Q4 | $376K | Hold |
3,101
| – | – | 0.26% | 52 |
|
|
2017
Q3 | $376K | Sell |
3,101
-897
| -22% | -$109K | 0.25% | 53 |
|
|
2017
Q2 | $482K | Buy |
+3,998
| New | +$482K | 0.27% | 79 |
|