LWP
Legacy Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,633
| Closed | -$2.02M | – | 93 |
|
|
2020
Q4 | $2.02M | Buy |
14,633
+3,950
| +37% | +$546K | 1.27% | 17 |
|
|
2020
Q3 | $1.44M | Sell |
10,683
-29,925
| -74% | -$4.03M | 1.02% | 19 |
|
|
2020
Q2 | $5.46M | Buy |
40,608
+20,878
| +106% | +$2.81M | 4.13% | 5 |
|
|
2020
Q1 | $2.44M | Sell |
19,730
-772
| -4% | -$95.4K | 2.27% | 14 |
|
|
2019
Q4 | $2.67M | Buy |
+20,502
| New | +$2.67M | 1.94% | 16 |
|