Planning Alternatives’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
2019
Q1
Sell
-24,510
Closed -$2.77M 49
2018
Q4
$2.77M Sell
24,510
-41,765
-63% -$4.71M 0.58% 24
2018
Q3
$7.62M Sell
66,275
-5,325
-7% -$612K 1.3% 19
2018
Q2
$8.2M Buy
+71,600
New +$8.2M 1.46% 18