GPA
Guidance Point 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 |
-11,530
| Closed | -$869K | – | 90 |
|
|
2022
Q1 | $869K | Sell |
11,530
-10,775
| -48% | -$812K | 0.33% | 44 |
|
|
2021
Q4 | $3.04M | Buy |
22,305
+3,693
| +20% | +$503K | 1.1% | 20 |
|
|
2021
Q3 | $2.48M | Buy |
18,612
+2,641
| +17% | +$351K | 0.9% | 23 |
|
|
2021
Q2 | $2.15M | Buy |
15,971
+2,023
| +15% | +$272K | 0.83% | 26 |
|
|
2021
Q1 | $1.81M | Buy |
13,948
+2,880
| +26% | +$374K | 0.75% | 26 |
|
|
2020
Q4 | $1.53M | Buy |
11,068
+1,978
| +22% | +$273K | 0.7% | 27 |
|
|
2020
Q3 | $1.22M | Buy |
9,090
+1,476
| +19% | +$199K | 0.67% | 31 |
|
|
2020
Q2 | $1.02M | Buy |
7,614
+1,746
| +30% | +$235K | 0.57% | 34 |
|
|
2020
Q1 | $724K | Buy |
5,868
+1,750
| +42% | +$216K | 0.47% | 40 |
|
|
2019
Q4 | $527K | Buy |
4,118
+703
| +21% | +$90K | 0.26% | 41 |
|
|
2019
Q3 | $451K | Buy |
3,415
+306
| +10% | +$40.4K | 0.25% | 44 |
|
|
2019
Q2 | $386K | Buy |
3,109
+235
| +8% | +$29.2K | 0.22% | 47 |
|
|
2019
Q1 | $342K | Sell |
2,874
-92
| -3% | -$10.9K | 0.2% | 49 |
|
|
2018
Q4 | $328K | Buy |
+2,966
| New | +$328K | 0.21% | 50 |
|