CWM
Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-88,627
| Closed | -$9.34M | – | 178 |
|
|
2022
Q4 | $9.34M | Buy |
+88,627
| New | +$9.34M | 1.31% | 29 |
|
|
2022
Q3 | – | Sell |
-62
| Closed | -$7K | – | 480 |
|
|
2022
Q2 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 423 |
|
|
2022
Q1 | – | Sell |
-670
| Closed | -$88K | – | 598 |
|
|
2021
Q4 | $88K | Buy |
+670
| New | +$88K | 0.02% | 150 |
|