Sowell Financial Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-172
| Closed | -$16K | – | 1781 |
|
|
2021
Q1 | $16K | Buy |
172
+17
| +11% | +$1.58K | ﹤0.01% | 2135 |
|
|
2020
Q4 | $15K | Buy |
155
+127
| +454% | +$12.3K | ﹤0.01% | 1860 |
|
|
2020
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 2134 |
|
|
2020
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 2051 |
|
|
2019
Q4 | – | Sell |
-202
| Closed | -$19K | – | 2602 |
|
|
2019
Q3 | $19K | Buy |
+202
| New | +$19K | ﹤0.01% | 1297 |
|
|
2019
Q1 | $452K | Sell |
4,833
-128
| -3% | -$12K | 0.05% | 357 |
|
|
2018
Q4 | $450K | Buy |
+4,961
| New | +$450K | 0.06% | 294 |
|