DWM
Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,078
| Closed | -$279K | – | 226 |
|
|
2021
Q2 | $279K | Hold |
2,078
| – | – | 0.02% | 186 |
|
|
2021
Q1 | $270K | Sell |
2,078
-404
| -16% | -$52.5K | 0.03% | 184 |
|
|
2020
Q4 | $343K | Hold |
2,482
| – | – | 0.03% | 160 |
|
|
2020
Q3 | $334K | Buy |
2,482
+829
| +50% | +$112K | 0.04% | 143 |
|
|
2020
Q2 | $222K | Sell |
1,653
-63
| -4% | -$8.46K | 0.03% | 164 |
|
|
2020
Q1 | $212K | Sell |
1,716
-268
| -14% | -$33.1K | 0.03% | 168 |
|
|
2019
Q4 | $254K | Hold |
1,984
| – | – | 0.03% | 181 |
|
|
2019
Q3 | $253K | Hold |
1,984
| – | – | 0.03% | 172 |
|
|
2019
Q2 | $247K | Hold |
1,984
| – | – | 0.03% | 170 |
|
|
2019
Q1 | $236K | Buy |
1,984
+1,713
| +632% | +$204K | 0.03% | 173 |
|
|
2018
Q4 | $31K | Buy |
+271
| New | +$31K | 0.01% | 448 |
|