HWA
HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-293
| Closed | -$29.9K | – | 791 |
|
|
2023
Q3 | $29.9K | Hold |
293
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $31.7K | Hold |
293
| – | – | 0.01% | 351 |
|
|
2023
Q1 | $32.1K | Buy |
+293
| New | +$32.1K | 0.01% | 336 |
|
|
2022
Q3 | – | Sell |
-700
| Closed | -$77K | – | 750 |
|
|
2022
Q2 | $77K | Hold |
700
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $85K | Hold |
700
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $93K | Hold |
700
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $93K | Hold |
700
| – | – | 0.03% | 215 |
|
|
2021
Q2 | $94K | Hold |
700
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $91K | Hold |
700
| – | – | 0.03% | 200 |
|
|
2020
Q4 | $97K | Sell |
700
-16
| -2% | -$2.22K | 0.03% | 174 |
|
|
2020
Q3 | $96K | Buy |
716
+16
| +2% | +$2.15K | 0.04% | 155 |
|
|
2020
Q2 | $94K | Hold |
700
| – | – | 0.04% | 153 |
|
|
2020
Q1 | $86K | Buy |
+700
| New | +$86K | 0.04% | 133 |
|