FGAM
Financial Gravity Asset Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,300
| Closed | -$122K | – | 2069 |
|
|
2024
Q1 | $122K | Buy |
1,300
+1,268
| +3,963% | +$119K | 0.02% | 258 |
|
|
2023
Q4 | $3K | Buy |
32
+16
| +100% | +$1.5K | ﹤0.01% | 931 |
|
|
2023
Q3 | $1.49K | Sell |
16
-77
| -83% | -$7.15K | ﹤0.01% | 725 |
|
|
2023
Q2 | $338K | Buy |
93
+1
| +1% | +$3.64K | 0.92% | 21 |
|
|
2023
Q1 | $1.32K | Buy |
92
+2
| +2% | +$29 | 0.04% | 339 |
|
|
2022
Q4 | $291K | Sell |
90
-533
| -86% | -$1.73M | 1.52% | 10 |
|
|
2022
Q3 | $1.26K | Buy |
+623
| New | +$1.26K | 0.04% | 334 |
|