YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-225
| Closed | -$28K | – | 453 |
|
|
2019
Q2 | $28K | Hold |
225
| – | – | 0.01% | 426 |
|
|
2019
Q1 | $27K | Hold |
225
| – | – | 0.01% | 424 |
|
|
2018
Q4 | $25K | Hold |
225
| – | – | 0.01% | 411 |
|
|
2018
Q3 | $26K | Hold |
225
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $26K | Hold |
225
| – | – | 0.01% | 463 |
|
|
2018
Q1 | $26K | Hold |
225
| – | – | 0.01% | 460 |
|
|
2017
Q4 | $27K | Sell |
225
-20
| -8% | -$2.4K | 0.01% | 451 |
|
|
2017
Q3 | $30K | Hold |
245
| – | – | 0.02% | 440 |
|
|
2017
Q2 | $29K | Hold |
245
| – | – | 0.02% | 444 |
|
|
2017
Q1 | $29K | Sell |
245
-212
| -46% | -$25.1K | 0.02% | 438 |
|
|
2016
Q4 | $53K | Buy |
+457
| New | +$53K | 0.03% | 348 |
|