GPWA
Great Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,297
| Closed | -$677K | – | 47 |
|
|
2019
Q4 | $677K | Buy |
5,297
+173
| +3% | +$22.1K | 0.42% | 26 |
|
|
2019
Q3 | $653K | Buy |
5,124
+1,489
| +41% | +$190K | 0.44% | 25 |
|
|
2019
Q2 | $452K | Sell |
3,635
-35
| -1% | -$4.35K | 0.37% | 30 |
|
|
2019
Q1 | $436K | Buy |
3,670
+291
| +9% | +$34.6K | 0.37% | 31 |
|
|
2018
Q4 | $381K | Buy |
+3,379
| New | +$381K | 0.36% | 30 |
|