Pinnacle Wealth Planning Services’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
Q1 | – | Sell |
-240
| Closed | -$33K | – | 1249 |
|
|
2020
Q4 | $33K | Buy |
+240
| New | +$33K | 0.01% | 962 |
|
|
2018
Q3 | – | Sell |
-2,006
| Closed | -$230K | – | 185 |
|
|
2018
Q2 | $230K | Hold |
2,006
| – | – | 0.22% | 146 |
|
|
2018
Q1 | $235K | Hold |
2,006
| – | – | 0.24% | 139 |
|
|
2017
Q4 | $244K | Buy |
+2,006
| New | +$244K | 0.5% | 44 |
|