TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22
| Closed | -$2.38K | – | 1026 |
|
|
2023
Q3 | $2.38K | Hold |
22
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $2.38K | Hold |
22
| – | – | ﹤0.01% | 180 |
|
|
2023
Q1 | $2.41K | Sell |
22
-5,364
| -100% | -$588K | ﹤0.01% | 142 |
|
|
2022
Q4 | $2.07M | Buy |
5,386
+5,364
| +24,382% | +$2.06M | 0.48% | 16 |
|
|
2022
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 120 |
|
|
2022
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 325 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$27K | – | 142 |
|
|
2021
Q4 | $27K | Buy |
+200
| New | +$27K | 0.01% | 74 |
|
|
2020
Q4 | – | Sell |
-52
| Closed | -$7K | – | 128 |
|
|
2020
Q3 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 87 |
|
|
2020
Q2 | – | Sell |
-1,617
| Closed | -$199K | – | 145 |
|
|
2020
Q1 | $199K | Sell |
1,617
-1,826
| -53% | -$225K | 0.09% | 32 |
|
|
2019
Q4 | $440K | Buy |
+3,443
| New | +$440K | 0.4% | 20 |
|