Torch Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $234K | Sell |
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|
2019
Q1 | $248K | Hold |
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|
2018
Q4 | $235K | Sell |
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|
2018
Q3 | $375K | Sell |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $376K | Sell |
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|
2017
Q4 | $404K | Sell |
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|
2017
Q3 | $406K | Hold |
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|
2017
Q2 | $403K | Hold |
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|
2017
Q1 | $394K | Hold |
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|
2016
Q4 | $392K | Hold |
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|
2016
Q3 | $412K | Buy |
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|
2016
Q2 | $407K | Hold |
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|
2016
Q1 | $394K | Hold |
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|
2015
Q4 | $379K | Sell |
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|
2015
Q3 | $443K | Hold |
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|
2015
Q2 | $442K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $21K | Hold |
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|
2014
Q1 | $20K | Buy |
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|
2013
Q4 | $15K | Buy |
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