BWCS
Beirne Wealth Consulting Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,900
| Closed | -$256K | – | 165 |
|
|
2020
Q3 | $256K | Sell |
1,900
-150
| -7% | -$20.2K | 0.15% | 111 |
|
|
2020
Q2 | $276K | Sell |
2,050
-72
| -3% | -$9.69K | 0.22% | 56 |
|
|
2020
Q1 | $262K | Sell |
2,122
-124
| -6% | -$15.3K | 0.28% | 53 |
|
|
2019
Q4 | $287K | Sell |
2,246
-157
| -7% | -$20.1K | 0.25% | 66 |
|
|
2019
Q3 | $306K | Sell |
2,403
-69
| -3% | -$8.79K | 0.25% | 96 |
|
|
2019
Q2 | $307K | Sell |
2,472
-1,920
| -44% | -$238K | 0.28% | 95 |
|
|
2019
Q1 | $523K | Sell |
4,392
-340
| -7% | -$40.5K | 0.41% | 74 |
|
|
2018
Q4 | $534K | Buy |
+4,732
| New | +$534K | 0.45% | 63 |
|