Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,358
| Closed | -$344K | – | 194 |
|
|
2022
Q3 | $344K | Buy |
+3,358
| New | +$344K | 0.25% | 104 |
|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$218K | – | 202 |
|
|
2022
Q1 | $218K | Sell |
1,800
-204
| -10% | -$24.7K | 0.12% | 184 |
|
|
2021
Q4 | $266K | Sell |
2,004
-333
| -14% | -$44.2K | 0.14% | 160 |
|
|
2021
Q3 | $311K | Sell |
2,337
-1,396
| -37% | -$186K | 0.19% | 137 |
|
|
2021
Q2 | $501K | Sell |
3,733
-9,232
| -71% | -$1.24M | 0.3% | 87 |
|
|
2021
Q1 | $1.69M | Sell |
12,965
-1,726
| -12% | -$224K | 1.11% | 20 |
|
|
2020
Q4 | $2.03M | Buy |
14,691
+1,477
| +11% | +$204K | 1.46% | 13 |
|
|
2020
Q3 | $1.78M | Buy |
13,214
+3,151
| +31% | +$424K | 1.42% | 13 |
|
|
2020
Q2 | $1.35M | Buy |
+10,063
| New | +$1.35M | 1.19% | 15 |
|