CAWM
Capital Advisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,651
| Closed | -$484K | – | 130 |
|
|
2021
Q4 | $484K | Buy |
3,651
+41
| +1% | +$5.44K | 0.15% | 68 |
|
|
2021
Q3 | $480K | Sell |
3,610
-46
| -1% | -$6.12K | 0.17% | 66 |
|
|
2021
Q2 | $491K | Sell |
3,656
-2,430
| -40% | -$326K | 0.18% | 60 |
|
|
2021
Q1 | $792K | Buy |
+6,086
| New | +$792K | 0.34% | 48 |
|