FWA
FOCUS Wealth 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
Q2 | – | Sell |
-16,492
| Closed | -$2M | – | 50 |
|
|
2022
Q1 | $2M | Sell |
16,492
-184
| -1% | -$22.3K | 1.19% | 18 |
|
|
2021
Q4 | $2.21M | Buy |
16,676
+458
| +3% | +$60.7K | 1.32% | 17 |
|
|
2021
Q3 | $2.16M | Buy |
16,218
+332
| +2% | +$44.2K | 1.46% | 15 |
|
|
2021
Q2 | $2.13M | Buy |
15,886
+134
| +0.9% | +$18K | 1.49% | 15 |
|
|
2021
Q1 | $2.06M | Buy |
15,752
+234
| +2% | +$30.6K | 1.51% | 15 |
|
|
2020
Q4 | $2.14M | Buy |
+15,518
| New | +$2.14M | 1.66% | 14 |
|