KMWM
Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,804
| Closed | -$239K | – | 191 |
|
|
2021
Q4 | $239K | Sell |
1,804
-1,540
| -46% | -$204K | 0.09% | 164 |
|
|
2021
Q3 | $445K | Sell |
3,344
-250
| -7% | -$33.3K | 0.19% | 111 |
|
|
2021
Q2 | $483K | Sell |
3,594
-700
| -16% | -$94.1K | 0.26% | 98 |
|
|
2021
Q1 | $558K | Sell |
4,294
-2,060
| -32% | -$268K | 0.32% | 89 |
|
|
2020
Q4 | $878K | Buy |
6,354
+4
| +0.1% | +$553 | 0.56% | 59 |
|
|
2020
Q3 | $855K | Hold |
6,350
| – | – | 0.55% | 52 |
|
|
2020
Q2 | $854K | Sell |
6,350
-8,808
| -58% | -$1.18M | 0.71% | 46 |
|
|
2020
Q1 | $1.87M | Buy |
+15,158
| New | +$1.87M | 1.83% | 10 |
|