HGWM
Harvest Group Wealth Management’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
Q1 | – | Sell |
-25
| Closed | -$2.64K | – | 197 |
|
|
2022
Q4 | $2.64K | Buy |
+25
| New | +$2.64K | ﹤0.01% | 109 |
|
|
2021
Q1 | – | Sell |
-162
| Closed | -$22K | – | 411 |
|
|
2020
Q4 | $22K | Sell |
162
-1
| -0.6% | -$136 | 0.01% | 164 |
|
|
2020
Q3 | $22K | Sell |
163
-404
| -71% | -$54.5K | 0.02% | 160 |
|
|
2020
Q2 | $76K | Sell |
567
-2,521
| -82% | -$338K | 0.06% | 63 |
|
|
2020
Q1 | $381K | Sell |
3,088
-25,620
| -89% | -$3.16M | 0.38% | 23 |
|
|
2019
Q4 | $3.67M | Buy |
28,708
+28,649
| +48,558% | +$3.67M | 3.21% | 14 |
|
|
2019
Q3 | $8K | Sell |
59
-125
| -68% | -$16.9K | 0.01% | 291 |
|
|
2019
Q2 | $22K | Hold |
184
| – | – | 0.03% | 144 |
|
|
2019
Q1 | $22K | Buy |
+184
| New | +$22K | 0.02% | 148 |
|