Spire Wealth Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-199
| Closed | -$5K | – | 2541 |
|
|
2022
Q4 | $5K | Hold |
199
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q3 | $5K | Hold |
199
| – | – | ﹤0.01% | 1745 |
|
|
2022
Q2 | $5K | Hold |
199
| – | – | ﹤0.01% | 2135 |
|
|
2022
Q1 | $6K | Hold |
199
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q4 | $6K | Hold |
199
| – | – | ﹤0.01% | 2519 |
|
|
2021
Q3 | $6K | Hold |
199
| – | – | ﹤0.01% | 2238 |
|
|
2021
Q2 | $6K | Hold |
199
| – | – | ﹤0.01% | 2277 |
|
|
2021
Q1 | $6K | Buy |
+199
| New | +$6K | ﹤0.01% | 2576 |
|