LWA
Lineweaver 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 |
-31,070
| Closed | -$3.17M | – | 138 |
|
|
2023
Q3 | $3.17M | Sell |
31,070
-699
| -2% | -$71.3K | 0.92% | 20 |
|
|
2023
Q2 | $3.44M | Sell |
31,769
-1,326
| -4% | -$143K | 0.98% | 19 |
|
|
2023
Q1 | $3.63M | Sell |
33,095
-52,588
| -61% | -$5.77M | 1.12% | 17 |
|
|
2022
Q4 | $9.04M | Buy |
85,683
+286
| +0.3% | +$30.2K | 2.74% | 8 |
|
|
2022
Q3 | $8.76M | Buy |
+85,397
| New | +$8.76M | 2.84% | 8 |
|