Point View Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $370K | Sell |
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2020
Q3 | $371K | Buy |
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2020
Q2 | $371K | Buy |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $407K | Buy |
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|
2019
Q3 | $405K | Sell |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $421K | Sell |
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|
2018
Q3 | $501K | Sell |
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|
2018
Q2 | $516K | Sell |
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|
2018
Q1 | $533K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $568K | Sell |
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|
2017
Q2 | $577K | Sell |
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|
2017
Q1 | $584K | Buy |
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|
2016
Q4 | $534K | Sell |
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|
2016
Q3 | $628K | Sell |
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|
2016
Q2 | $635K | Sell |
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|
2016
Q1 | $661K | Sell |
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|
2015
Q4 | $695K | Sell |
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|
2015
Q3 | $835K | Sell |
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|
2015
Q2 | $871K | Sell |
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|
2015
Q1 | $964K | Sell |
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|
2014
Q4 | $1.04M | Sell |
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|
2014
Q3 | $1.1M | Sell |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $982K | Sell |
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|
2013
Q4 | $1.1M | Buy |
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