Personal Wealth Partners’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 |
-200
| Closed | -$27K | – | 257 |
|
2021
Q2 | $27K | Buy |
+200
| New | +$27K | 0.01% | 189 |
|
2020
Q1 | – | Sell |
-200
| Closed | -$26K | – | 366 |
|
2019
Q4 | $26K | Hold |
200
| – | – | 0.01% | 181 |
|
2019
Q3 | $25K | Hold |
200
| – | – | 0.01% | 186 |
|
2019
Q2 | $25K | Buy |
+200
| New | +$25K | 0.01% | 169 |
|