Wealth Management Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,367
| Closed | -$2.09M | – | 139 |
|
|
2019
Q4 | $2.09M | Buy |
16,367
+525
| +3% | +$67.2K | 1.5% | 18 |
|
|
2019
Q3 | $2.02M | Buy |
15,842
+173
| +1% | +$22.1K | 1.62% | 17 |
|
|
2019
Q2 | $1.95M | Buy |
15,669
+1,620
| +12% | +$201K | 1.94% | 18 |
|
|
2019
Q1 | $1.67M | Buy |
14,049
+1,264
| +10% | +$150K | 1.82% | 17 |
|
|
2018
Q4 | $1.44M | Buy |
+12,785
| New | +$1.44M | 1.94% | 16 |
|