Stuart Chaussee & Associates’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
Q1 | – | Sell |
-248
| Closed | -$32K | – | 99 |
|
2019
Q4 | $32K | Hold |
248
| – | – | 0.02% | 51 |
|
2019
Q3 | $32K | Hold |
248
| – | – | 0.02% | 53 |
|
2019
Q2 | $31K | Hold |
248
| – | – | 0.02% | 55 |
|
2019
Q1 | $30K | Sell |
248
-42
| -14% | -$5.08K | 0.02% | 58 |
|
2018
Q4 | $33K | Hold |
290
| – | – | 0.03% | 40 |
|
2018
Q3 | $33K | Hold |
290
| – | – | 0.02% | 55 |
|
2018
Q2 | $33K | Buy |
+290
| New | +$33K | 0.02% | 56 |
|
2017
Q3 | – | Sell |
-66,160
| Closed | -$7.97M | – | 97 |
|
2017
Q2 | $7.97M | Buy |
+66,160
| New | +$7.97M | 5.93% | 5 |
|