Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,978
| Closed | -$235K | – | 213 |
|
|
2016
Q1 | $235K | Buy |
+1,978
| New | +$235K | 0.03% | 39 |
|
|
2015
Q2 | – | Sell |
-1,056
| Closed | -$129K | – | 665 |
|
|
2015
Q1 | $129K | Buy |
+1,056
| New | +$129K | 0.02% | 130 |
|
|
2014
Q4 | – | Sell |
-55
| Closed | -$7K | – | 236 |
|
|
2014
Q3 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 191 |
|