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Davies Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Davies Financial Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,165
Closed -$232K – 77
2024
Q2 		$232K Hold
2,165
– – 0.22% 64
2024
Q1 		$236K Buy
+2,165
New +$236K 0.24% 54