AWA
Acorn Wealth Advisors’s SPDR MarketAxess Investment Grade 400 Corporate Bond ETF LQIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Sell |
10,091
-503
| -5% | -$48.1K | 0.36% | 66 |
|
|
2025
Q1 | $1.01M | Buy |
10,594
+11
| +0.1% | +$1.05K | 0.42% | 54 |
|
|
2024
Q4 | $994K | Buy |
10,583
+108
| +1% | +$10.1K | 0.41% | 52 |
|
|
2024
Q3 | $1.04M | Buy |
10,475
+670
| +7% | +$66.3K | 0.45% | 44 |
|
|
2024
Q2 | $926K | Buy |
9,805
+128
| +1% | +$12.1K | 0.46% | 44 |
|
|
2024
Q1 | $929K | Buy |
9,677
+343
| +4% | +$32.9K | 0.48% | 45 |
|
|
2023
Q4 | $908K | Buy |
9,334
+647
| +7% | +$63K | 0.54% | 40 |
|
|
2023
Q3 | $787K | Buy |
8,687
+1,787
| +26% | +$162K | 0.52% | 45 |
|
|
2023
Q2 | $660K | Buy |
6,900
+3,652
| +112% | +$349K | 0.45% | 53 |
|
|
2023
Q1 | $316K | Buy |
+3,248
| New | +$316K | 0.23% | 104 |
|