West Branch Capital’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
Q4 | – | Sell |
-43
| Closed | -$4.39K | – | 454 |
|
|
2023
Q3 | $4.39K | Hold |
43
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $4.65K | Hold |
43
| – | – | ﹤0.01% | 355 |
|
|
2023
Q1 | $4.71K | Hold |
43
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $4.53K | Hold |
43
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 336 |
|
|
2022
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 368 |
|