PSW
Portfolio Strategies (Washington)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,527
| Closed | -$184K | – | 68 |
|
|
2017
Q2 | $184K | Buy |
+1,527
| New | +$184K | 0.26% | 32 |
|
|
2017
Q1 | – | Sell |
-1,560
| Closed | -$183K | – | 88 |
|
|
2016
Q4 | $183K | Buy |
+1,560
| New | +$183K | 0.21% | 34 |
|
|
2014
Q4 | – | Sell |
-8,172
| Closed | -$966K | – | 30 |
|
|
2014
Q3 | $966K | Hold |
8,172
| – | – | 1.1% | 20 |
|
|
2014
Q2 | $974K | Sell |
8,172
-8,208
| -50% | -$978K | 1.08% | 23 |
|
|
2014
Q1 | $1.92M | Buy |
16,380
+1,118
| +7% | +$131K | 2.18% | 12 |
|
|
2013
Q4 | $1.74M | Buy |
+15,262
| New | +$1.74M | 2.25% | 15 |
|