LWP
Lumature 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $31.6K | Hold |
292
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $32K | Sell |
292
-89
| -23% | -$9.76K | 0.02% | 244 |
|
|
2022
Q4 | $40.2K | Sell |
381
-1,414
| -79% | -$149K | 0.02% | 231 |
|
|
2022
Q3 | $184K | Sell |
1,795
-1,891
| -51% | -$194K | 0.1% | 163 |
|
|
2022
Q2 | $406K | Sell |
3,686
-14,665
| -80% | -$1.62M | 0.18% | 91 |
|
|
2022
Q1 | $2.22M | Sell |
18,351
-11
| -0.1% | -$1.33K | 0.89% | 19 |
|
|
2021
Q4 | $2.43M | Sell |
18,362
-625
| -3% | -$82.8K | 0.95% | 18 |
|
|
2021
Q3 | $2.53M | Buy |
18,987
+292
| +2% | +$38.8K | 1.03% | 15 |
|
|
2021
Q2 | $2.51M | Buy |
18,695
+934
| +5% | +$125K | 1.04% | 19 |
|
|
2021
Q1 | $2.31M | Buy |
17,761
+5,409
| +44% | +$703K | 1.21% | 19 |
|
|
2020
Q4 | $1.71M | Buy |
+12,352
| New | +$1.71M | 1.61% | 13 |
|