JPLA
Joseph P. Lucia & Associates’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-455
| Closed | -$41K | – | 296 |
|
|
2020
Q2 | $41K | Hold |
455
| – | – | 0.04% | 182 |
|
|
2020
Q1 | $38K | Hold |
455
| – | – | 0.04% | 179 |
|
|
2019
Q4 | $44K | Sell |
455
-310
| -41% | -$30K | 0.04% | 184 |
|
|
2019
Q3 | $71K | Hold |
765
| – | – | 0.07% | 147 |
|
|
2019
Q2 | $72K | Sell |
765
-70,958
| -99% | -$6.68M | 0.08% | 142 |
|
|
2019
Q1 | $765 | Buy |
+71,723
| New | +$765 | 0.06% | 135 |
|