JPLA
Joseph P. Lucia & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-155
| Closed | -$9K | – | 314 |
|
|
2021
Q3 | $9K | Hold |
155
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $9K | Hold |
155
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 366 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$52K | – | 478 |
|
|
2019
Q4 | $52K | Hold |
900
| – | – | 0.05% | 173 |
|
|
2019
Q3 | $52K | Hold |
900
| – | – | 0.05% | 168 |
|
|
2019
Q2 | $51K | Sell |
900
-48,402
| -98% | -$2.74M | 0.05% | 168 |
|
|
2019
Q1 | $900 | Buy |
+49,302
| New | +$900 | 0.07% | 128 |
|