Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,497
| Closed | -$1.68M | – | 467 |
|
|
2023
Q2 | $1.68M | Buy |
+15,497
| New | +$1.68M | 0.13% | 155 |
|
|
2021
Q3 | – | Sell |
-1,547
| Closed | -$208K | – | 341 |
|
|
2021
Q2 | $208K | Sell |
1,547
-8,287
| -84% | -$1.11M | 0.02% | 315 |
|
|
2021
Q1 | $1.28M | Sell |
9,834
-5,263
| -35% | -$685K | 0.13% | 131 |
|
|
2020
Q4 | $2.09M | Buy |
15,097
+10,969
| +266% | +$1.51M | 0.23% | 97 |
|
|
2020
Q3 | $556K | Sell |
4,128
-259
| -6% | -$34.9K | 0.08% | 150 |
|
|
2020
Q2 | $590K | Sell |
4,387
-32,682
| -88% | -$4.4M | 0.09% | 140 |
|
|
2020
Q1 | $4.58M | Buy |
37,069
+3,873
| +12% | +$478K | 0.86% | 36 |
|
|
2019
Q4 | $4.25M | Buy |
+33,196
| New | +$4.25M | 0.76% | 41 |
|