Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$16.1K | – | 645 |
|
|
2024
Q2 | $16.1K | Sell |
150
-50
| -25% | -$5.36K | 0.01% | 548 |
|
|
2024
Q1 | $21.8K | Hold |
200
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $22.1K | Hold |
200
| – | – | 0.01% | 478 |
|
|
2023
Q3 | $20K | Hold |
200
| – | – | 0.01% | 479 |
|
|
2023
Q2 | $22K | Buy |
+200
| New | +$22K | 0.01% | 468 |
|
|
2022
Q4 | $21K | Hold |
200
| – | – | 0.01% | 442 |
|
|
2022
Q3 | $20K | Sell |
200
-1,090
| -84% | -$109K | 0.02% | 434 |
|
|
2022
Q2 | $142K | Hold |
1,290
| – | – | 0.09% | 190 |
|
|
2022
Q1 | $156K | Hold |
1,290
| – | – | 0.09% | 204 |
|
|
2021
Q4 | $171K | Buy |
+1,290
| New | +$171K | 0.09% | 204 |
|