SFS
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Sowell Financial Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Sowell Financial Services’s Portfolio LQDH Stock Details LQDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-172
Closed -$16K – 1780
2021
Q1 		$16K Buy
172
+17
+11% +$1.62K ﹤0.01% 2135
2020
Q4 		$15K Buy
155
+127
+454% +$11.9K ﹤0.01% 1860
2020
Q3 		$3K Hold
28
– – ﹤0.01% 2134
2020
Q2 		$3K Buy
+28
New +$2.45K ﹤0.01% 2051
2019
Q4 		– Sell
-202
Closed -$19K – 2602
2019
Q3 		$19K Buy
+202
New +$18.8K ﹤0.01% 1297
2019
Q1 		$452K Sell
4,833
-128
-3% -$11.9K 0.05% 358
2018
Q4 		$450K Buy
+4,961
New +$469K 0.06% 294

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