DWMG
DB Wealth Management Group’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 | $12.3K | Buy |
111
+78
| +236% | +$8.63K | 0.01% | 276 |
|
|
2023
Q3 | $3.37K | Hold |
33
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $3.57K | Sell |
33
-200
| -86% | -$21.6K | ﹤0.01% | 322 |
|
|
2023
Q1 | $25.5K | Buy |
+233
| New | +$25.5K | 0.02% | 207 |
|
|
2021
Q1 | – | Sell |
-3,261
| Closed | -$450K | – | 376 |
|
|
2020
Q4 | $450K | Buy |
+3,261
| New | +$450K | 0.33% | 59 |
|