Semmax Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-9
| Closed | -$1K | – | 296 |
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 242 |
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 244 |
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 266 |
|
2020
Q2 | – | Sell |
-136
| Closed | -$17K | – | 287 |
|
2020
Q1 | $17K | Buy |
+136
| New | +$17K | 0.01% | 137 |
|
2019
Q3 | – | Sell |
-19
| Closed | -$2K | – | 317 |
|
2019
Q2 | $2K | Sell |
19
-49
| -72% | -$5.16K | ﹤0.01% | 288 |
|
2019
Q1 | $8K | Sell |
68
-666
| -91% | -$78.4K | 0.01% | 339 |
|
2018
Q4 | $83K | Buy |
+734
| New | +$83K | 0.06% | 165 |
|