SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93K | Sell |
45
-11,291
| -100% | -$1.24M | ﹤0.01% | 407 |
|
|
2025
Q1 | $1.23M | Buy |
11,336
+11,261
| +15,015% | +$1.22M | 0.15% | 43 |
|
|
2024
Q4 | $8.01K | Buy |
75
+30
| +67% | +$3.21K | ﹤0.01% | 315 |
|
|
2024
Q3 | $5.08K | Hold |
45
| – | – | ﹤0.01% | 255 |
|
|
2024
Q2 | $4.82K | Hold |
45
| – | – | ﹤0.01% | 243 |
|
|
2024
Q1 | $4.9K | Sell |
45
-268
| -86% | -$29.2K | ﹤0.01% | 161 |
|
|
2023
Q4 | $34.6K | Buy |
313
+268
| +596% | +$29.7K | 0.01% | 151 |
|
|
2023
Q3 | $4.59K | Sell |
45
-4,583
| -99% | -$468K | ﹤0.01% | 173 |
|
|
2023
Q2 | $500K | Buy |
4,628
+1,733
| +60% | +$187K | 0.1% | 34 |
|
|
2023
Q1 | $317K | Sell |
2,895
-3,894
| -57% | -$427K | 0.07% | 41 |
|
|
2022
Q4 | $716K | Sell |
6,789
-10,849
| -62% | -$1.14M | 0.17% | 25 |
|
|
2022
Q3 | $1.81M | Buy |
17,638
+13,863
| +367% | +$1.42M | 0.88% | 16 |
|
|
2022
Q2 | $415K | Buy |
3,775
+3,745
| +12,483% | +$412K | 0.2% | 33 |
|
|
2022
Q1 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 107 |
|
|
2021
Q4 | – | Sell |
-425
| Closed | -$57K | – | 112 |
|
|
2021
Q3 | $57K | Buy |
+425
| New | +$57K | 0.03% | 78 |
|
|
2020
Q4 | – | Sell |
-42
| Closed | -$6K | – | 84 |
|
|
2020
Q3 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 69 |
|
|
2020
Q2 | – | Sell |
-98
| Closed | -$12K | – | 69 |
|
|
2020
Q1 | $12K | Hold |
98
| – | – | 0.01% | 63 |
|
|
2019
Q4 | $13K | Buy |
+98
| New | +$13K | 0.01% | 82 |
|
|
2018
Q1 | – | Sell |
-18
| Closed | -$2K | – | 69 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 73 |
|