Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,145
| Closed | -$423K | – | 109 |
|
|
2020
Q2 | $423K | Hold |
3,145
| – | – | 0.24% | 116 |
|
|
2020
Q1 | $388K | Buy |
3,145
+163
| +5% | +$20.1K | 0.23% | 96 |
|
|
2019
Q4 | $381K | Sell |
2,982
-163
| -5% | -$20.8K | 0.19% | 115 |
|
|
2019
Q3 | $424K | Buy |
3,145
+410
| +15% | +$55.3K | 0.22% | 119 |
|
|
2019
Q2 | $340K | Hold |
2,735
| – | – | 0.23% | 103 |
|
|
2019
Q1 | $325K | Buy |
2,735
+1,505
| +122% | +$179K | 0.24% | 100 |
|
|
2018
Q4 | $139K | Hold |
1,230
| – | – | 0.13% | 180 |
|
|
2018
Q3 | $141K | Hold |
1,230
| – | – | 0.13% | 201 |
|
|
2018
Q2 | $141K | Buy |
+1,230
| New | +$141K | 0.12% | 204 |
|