GIA
Goodwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-97
| Closed | -$9.9K | – | 81 |
|
|
2023
Q3 | $9.9K | Sell |
97
-148
| -60% | -$15.1K | 0.01% | 77 |
|
|
2023
Q2 | $26.5K | Hold |
245
| – | – | 0.02% | 67 |
|
|
2023
Q1 | $26.9K | Buy |
245
+78
| +47% | +$8.55K | 0.02% | 68 |
|
|
2022
Q4 | $17.6K | Sell |
167
-131
| -44% | -$13.8K | 0.01% | 127 |
|
|
2022
Q3 | $31K | Buy |
298
+244
| +452% | +$25.4K | 0.02% | 108 |
|
|
2022
Q2 | $5.94K | Sell |
54
-257
| -83% | -$28.3K | ﹤0.01% | 123 |
|
|
2022
Q1 | $38K | Sell |
311
-245
| -44% | -$29.9K | 0.03% | 96 |
|
|
2021
Q4 | $73K | Sell |
556
-1,193
| -68% | -$157K | 0.05% | 62 |
|
|
2021
Q3 | $233K | Sell |
1,749
-2,710
| -61% | -$361K | 0.23% | 30 |
|
|
2021
Q2 | $707K | Sell |
4,459
-1,590
| -26% | -$252K | 0.77% | 12 |
|
|
2021
Q1 | $787K | Sell |
6,049
-686
| -10% | -$89.3K | 0.93% | 13 |
|
|
2020
Q4 | $930K | Buy |
+6,735
| New | +$930K | 1.14% | 9 |
|