Teamwork Financial Advisors’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
Q1 | – | Sell |
-4,827
| Closed | -$640K | – | 298 |
|
|
2021
Q4 | $640K | Buy |
4,827
+441
| +10% | +$58.5K | 0.12% | 164 |
|
|
2021
Q3 | $583K | Sell |
4,386
-222
| -5% | -$29.5K | 0.12% | 141 |
|
|
2021
Q2 | $619K | Sell |
4,608
-2,145
| -32% | -$288K | 0.13% | 132 |
|
|
2021
Q1 | $878K | Sell |
6,753
-5,246
| -44% | -$682K | 0.21% | 103 |
|
|
2020
Q4 | $1.66M | Buy |
11,999
+522
| +5% | +$72.1K | 0.39% | 43 |
|
|
2020
Q3 | $1.55M | Sell |
11,477
-4,359
| -28% | -$587K | 0.48% | 36 |
|
|
2020
Q2 | $2.13M | Buy |
+15,836
| New | +$2.13M | 0.76% | 25 |
|