DA
Doliver Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,035
| Closed | -$413K | – | 159 |
|
2022
Q3 | $413K | Sell |
4,035
-197
| -5% | -$20.2K | 0.15% | 87 |
|
2022
Q2 | $466K | Buy |
4,232
+1,332
| +46% | +$147K | 0.17% | 86 |
|
2022
Q1 | $351K | Buy |
+2,900
| New | +$351K | 0.11% | 120 |
|
2021
Q2 | – | Sell |
-4,775
| Closed | -$621K | – | 146 |
|
2021
Q1 | $621K | Buy |
+4,775
| New | +$621K | 0.23% | 71 |
|