Core Wealth Advisors’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-573
| Closed | -$16.8K | – | 156 |
|
|
2024
Q1 | $16.8K | Sell |
573
-3,089
| -84% | -$90.5K | 0.01% | 153 |
|
|
2023
Q4 | $109K | Buy |
3,662
+3,296
| +901% | +$97.8K | 0.04% | 62 |
|
|
2023
Q3 | $11.5K | Buy |
366
+233
| +175% | +$7.35K | ﹤0.01% | 145 |
|
|
2023
Q2 | $4.49K | Buy |
+133
| New | +$4.49K | ﹤0.01% | 198 |
|