Pinnacle Wealth Management Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $312K | Sell |
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|
2017
Q2 | $611K | Buy |
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|
2017
Q1 | $235K | Sell |
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|
2016
Q4 | $263K | Sell |
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|
2016
Q3 | $531K | Sell |
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|
2016
Q2 | $570K | Sell |
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|
2016
Q1 | $692K | Sell |
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|
2015
Q4 | $705K | Sell |
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|
2015
Q3 | $1.03M | Sell |
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|
2015
Q2 | $1.92M | Buy |
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|
2015
Q1 | $2M | Buy |
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|
2014
Q4 | $1.94M | Buy |
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