Zullo Investment Group’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
Q1 | – | Sell |
-839
| Closed | -$88.5K | – | 464 |
|
|
2022
Q4 | $88.5K | Sell |
839
-95
| -10% | -$10K | 0.05% | 211 |
|
|
2022
Q3 | $96K | Sell |
934
-262
| -22% | -$26.9K | 0.06% | 205 |
|
|
2022
Q2 | $132K | Sell |
1,196
-378
| -24% | -$41.7K | 0.08% | 179 |
|
|
2022
Q1 | $190K | Sell |
1,574
-410
| -21% | -$49.5K | 0.1% | 160 |
|
|
2021
Q4 | $263K | Buy |
+1,984
| New | +$263K | 0.14% | 133 |
|