Professional Planning’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
Q3 | $1.51M | Sell |
11,378
-1,736
| -13% | -$231K | 0.72% | 24 |
|
|
2021
Q2 | $1.76M | Sell |
13,114
-635
| -5% | -$85.3K | 0.81% | 26 |
|
|
2021
Q1 | $1.79M | Sell |
13,749
-1,796
| -12% | -$234K | 0.87% | 23 |
|
|
2020
Q4 | $2.15M | Buy |
15,545
+1,626
| +12% | +$225K | 0.87% | 23 |
|
|
2020
Q3 | $1.88M | Buy |
13,919
+1,780
| +15% | +$240K | 1.43% | 17 |
|
|
2020
Q2 | $1.63M | Sell |
12,139
-1,769
| -13% | -$238K | 0.87% | 22 |
|
|
2020
Q1 | $1.62M | Buy |
13,908
+840
| +6% | +$97.5K | 1.88% | 17 |
|
|
2019
Q4 | $1.67M | Buy |
+13,068
| New | +$1.67M | 1.45% | 20 |
|