Richwood Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,649
| Closed | -$619K | – | 103 |
|
|
2023
Q1 | $619K | Hold |
5,649
| – | – | 0.62% | 39 |
|
|
2022
Q4 | $596K | Sell |
5,649
-29
| -0.5% | -$3.06K | 0.6% | 42 |
|
|
2022
Q3 | $582K | Sell |
5,678
-1,455
| -20% | -$149K | 0.64% | 42 |
|
|
2022
Q2 | $785K | Sell |
7,133
-825
| -10% | -$90.8K | 0.79% | 30 |
|
|
2022
Q1 | $962K | Hold |
7,958
| – | – | 0.86% | 26 |
|
|
2021
Q4 | $1.06M | Buy |
+7,958
| New | +$1.06M | 0.92% | 21 |
|