Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,340
| Closed | -$840K | – | 125 |
|
|
2021
Q4 | $840K | Sell |
6,340
-757
| -11% | -$100K | 0.38% | 43 |
|
|
2021
Q3 | $944K | Sell |
7,097
-537
| -7% | -$71.4K | 0.42% | 40 |
|
|
2021
Q2 | $1.03M | Buy |
7,634
+774
| +11% | +$104K | 0.45% | 44 |
|
|
2021
Q1 | $892K | Buy |
6,860
+2,689
| +64% | +$350K | 0.47% | 44 |
|
|
2020
Q4 | $576K | Buy |
+4,171
| New | +$576K | 0.35% | 55 |
|
|
2020
Q2 | – | Sell |
-2,784
| Closed | -$344K | – | 86 |
|
|
2020
Q1 | $344K | Buy |
+2,784
| New | +$344K | 0.41% | 41 |
|