Winslow Evans & Crocker’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $384K | Buy |
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|
2020
Q3 | $51K | Sell |
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|
2020
Q2 | $66K | Buy |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $32K | Sell |
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|
2019
Q3 | $38K | Sell |
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|
2019
Q2 | $50K | Sell |
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|
2019
Q1 | $58K | Buy |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $2.35K | Sell |
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|
2017
Q4 | $13.3K | Sell |
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|
2017
Q3 | $29.9K | Buy |
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|
2017
Q2 | $27.8K | Sell |
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|
2017
Q1 | $40K | Sell |
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|
2016
Q4 | $60.9K | Buy |
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|
2016
Q3 | $45.5K | Sell |
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|
2016
Q2 | $45.9K | Buy |
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|
2016
Q1 | $44.1K | Buy |
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|
2015
Q4 | $20.2K | Sell |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | $25.5K | Buy |
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|
2015
Q1 | $26.4K | Sell |
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|
2014
Q4 | $28.3K | Hold |
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|
2014
Q3 | $28K | Sell |
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|
2014
Q2 | $285K | Sell |
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|
2014
Q1 | $298K | Sell |
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|
2013
Q4 | $297K | Buy |
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