GWMIA
Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-45
| Closed | -$4.98K | – | 311 |
|
|
2023
Q4 | $4.98K | Hold |
45
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $4.59K | Hold |
45
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $4.87K | Buy |
+45
| New | +$4.87K | ﹤0.01% | 338 |
|
|
2022
Q3 | – | Sell |
-29
| Closed | -$3K | – | 326 |
|
|
2022
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 384 |
|
|
2022
Q1 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 375 |
|
|
2021
Q2 | – | Sell |
-703
| Closed | -$91K | – | 474 |
|
|
2021
Q1 | $91K | Buy |
703
+697
| +11,617% | +$90.2K | 0.03% | 166 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 433 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $1K | Sell |
6
-83
| -93% | -$13.8K | ﹤0.01% | 563 |
|
|
2020
Q1 | $11K | Sell |
89
-1
| -1% | -$124 | 0.01% | 325 |
|
|
2019
Q4 | $12K | Sell |
90
-17
| -16% | -$2.27K | 0.01% | 329 |
|
|
2019
Q3 | $14K | Sell |
107
-140
| -57% | -$18.3K | 0.01% | 285 |
|
|
2019
Q2 | $31K | Buy |
247
+207
| +518% | +$26K | 0.02% | 219 |
|
|
2019
Q1 | $5K | Sell |
40
-4
| -9% | -$500 | ﹤0.01% | 452 |
|
|
2018
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 486 |
|