Sadoff Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $274K | Sell |
2,671
-562
| -17% | -$57.7K | 0.02% | 73 |
|
|
2022
Q2 | $356K | Hold |
3,233
| – | – | 0.03% | 69 |
|
|
2022
Q1 | $391K | Hold |
3,233
| – | – | 0.02% | 69 |
|
|
2021
Q4 | $428K | Hold |
3,233
| – | – | 0.03% | 72 |
|
|
2021
Q3 | $430K | Buy |
3,233
+33
| +1% | +$4.39K | 0.03% | 69 |
|
|
2021
Q2 | $430K | Hold |
3,200
| – | – | 0.03% | 69 |
|
|
2021
Q1 | $416K | Sell |
3,200
-150
| -4% | -$19.5K | 0.03% | 69 |
|
|
2020
Q4 | $463K | Sell |
3,350
-164
| -5% | -$22.7K | 0.04% | 64 |
|
|
2020
Q3 | $473K | Hold |
3,514
| – | – | 0.04% | 66 |
|
|
2020
Q2 | $473K | Hold |
3,514
| – | – | 0.04% | 63 |
|
|
2020
Q1 | $434K | Hold |
3,514
| – | – | 0.05% | 58 |
|
|
2019
Q4 | $450K | Buy |
3,514
+814
| +30% | +$104K | 0.04% | 65 |
|
|
2019
Q3 | $344K | Hold |
2,700
| – | – | 0.03% | 67 |
|
|
2019
Q2 | $336K | Hold |
2,700
| – | – | 0.03% | 67 |
|
|
2019
Q1 | $321K | Buy |
2,700
+68
| +3% | +$8.08K | 0.03% | 68 |
|
|
2018
Q4 | $297K | Buy |
2,632
+100
| +4% | +$11.3K | 0.03% | 72 |
|
|
2018
Q3 | $291K | Hold |
2,532
| – | – | 0.03% | 73 |
|
|
2018
Q2 | $290K | Hold |
2,532
| – | – | 0.03% | 74 |
|
|
2018
Q1 | $297K | Sell |
2,532
-517
| -17% | -$60.6K | 0.03% | 73 |
|
|
2017
Q4 | $371K | Hold |
3,049
| – | – | 0.03% | 65 |
|
|
2017
Q3 | $370K | Buy |
+3,049
| New | +$370K | 0.03% | 62 |
|