TCI Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TCI Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-207	Closed	-$22.7K	–	1340
2023 Q1	$22.7K	Sell	207 -310	-60%	-$33.6K	﹤0.01%	656
2022 Q4	$54.5K	Hold	517	–	–	0.01%	385
2022 Q3	$53K	Sell	517 -95	-16%	-$10.5K	0.01%	353
2022 Q2	$67K	Buy	612 +95	+18%	+$10.7K	0.01%	308
2022 Q1	$62K	Hold	517	–	–	0.01%	349
2021 Q4	$69K	Sell	517 -159	-24%	-$21.1K	0.01%	337
2021 Q3	$90K	Sell	676 -167	-20%	-$22.6K	0.01%	308
2021 Q2	$113K	Buy	843 +78	+10%	+$10.3K	0.02%	256
2021 Q1	$99K	Sell	765 -59	-7%	-$7.85K	0.04%	240
2020 Q4	$114K	Buy	824 +140	+20%	+$19.1K	0.06%	215
2020 Q3	$92K	Buy	684 +5	+0.7%	+$682	0.04%	219
2020 Q2	$91K	Sell	679 -30	-4%	-$3.9K	0.04%	224
2020 Q1	$88K	Sell	709 -673	-49%	-$85.8K	0.04%	225
2019 Q4	$177K	Buy	1,382 +651	+89%	+$82.9K	0.07%	192
2019 Q3	$93K	Buy	731 +43	+6%	+$5.42K	0.04%	226
2019 Q2	$86K	Buy	688 +148	+27%	+$17.8K	0.04%	234
2019 Q1	$64K	Buy	540 +152	+39%	+$17.6K	0.03%	298
2018 Q4	$44K	Sell	388 -80	-17%	-$8.99K	0.02%	332
2018 Q3	$54K	Buy	468 +49	+12%	+$5.65K	0.02%	326
2018 Q2	$48K	Hold	419	–	–	0.02%	329
2018 Q1	$49K	Hold	419	–	–	0.02%	335
2017 Q4	$51K	Hold	419	–	–	0.02%	343
2017 Q3	$51K	Buy	419 +95	+29%	+$11.5K	0.03%	310
2017 Q2	$39K	Hold	324	–	–	0.02%	356
2017 Q1	$38K	Hold	324	–	–	0.02%	338
2016 Q4	$38K	Sell	324 -200	-38%	-$23.8K	0.02%	367
2016 Q3	$65K	Sell	524 -385	-42%	-$47.4K	0.04%	267
2016 Q2	$112K	Hold	909	–	–	0.06%	188
2016 Q1	$108K	Buy	909 +310	+52%	+$35.6K	0.06%	196
2015 Q4	$68K	Sell	599 -361	-38%	-$41.7K	0.04%	253
2015 Q3	$111K	Sell	960 -132	-12%	-$15.3K	0.07%	182
2015 Q2	$126K	Buy	1,092 +2	+0.2%	+$237	0.07%	173
2015 Q1	$133K	Buy	1,090 +363	+50%	+$44K	0.08%	149
2014 Q4	$87K	Buy	727 +1	+0.1%	+$119	0.05%	193
2014 Q3	$86K	Buy	726 +2	+0.3%	+$238	0.05%	182
2014 Q2	$86K	Buy	724 +1	+0.1%	+$118	0.05%	192
2014 Q1	$85K	Buy	723 +2	+0.3%	+$232	0.06%	180
2013 Q4	$82K	Buy	721 +76	+12%	+$8.68K	0.05%	183
2013 Q3	$73K	Buy	645 +2	+0.3%	+$226	0.06%	177
2013 Q2	$73K	Buy	+643	New	+$76.5K	0.06%	185