CW
Connectus Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,125
| Closed | -$217K | – | 524 |
|
|
2023
Q3 | $217K | Sell |
2,125
-25,644
| -92% | -$2.62M | ﹤0.01% | 462 |
|
|
2023
Q2 | $3M | Buy |
+27,769
| New | +$3M | 0.07% | 181 |
|
|
2022
Q4 | – | Sell |
-2,085
| Closed | -$214K | – | 479 |
|
|
2022
Q3 | $214K | Hold |
2,085
| – | – | ﹤0.01% | 478 |
|
|
2022
Q2 | $230K | Sell |
2,085
-29,660
| -93% | -$3.27M | 0.01% | 401 |
|
|
2022
Q1 | $4.21M | Buy |
+31,745
| New | +$4.21M | 0.13% | 114 |
|