MWM
Minot 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 |
-12,519
| Closed | -$1.66M | – | 217 |
|
|
2021
Q4 | $1.66M | Buy |
12,519
+29
| +0.2% | +$3.84K | 0.32% | 73 |
|
|
2021
Q3 | $1.66M | Sell |
12,490
-560
| -4% | -$74.5K | 0.36% | 69 |
|
|
2021
Q2 | $1.75M | Sell |
13,050
-4,580
| -26% | -$615K | 0.38% | 66 |
|
|
2021
Q1 | $2.29M | Sell |
17,630
-4,020
| -19% | -$523K | 0.59% | 53 |
|
|
2020
Q4 | $2.99M | Buy |
21,650
+5,170
| +31% | +$714K | 0.89% | 44 |
|
|
2020
Q3 | $2.22M | Buy |
16,480
+7,400
| +81% | +$997K | 0.84% | 51 |
|
|
2020
Q2 | $1.22M | Buy |
9,080
+25
| +0.3% | +$3.36K | 0.61% | 58 |
|
|
2020
Q1 | $1.12M | Sell |
9,055
-2,560
| -22% | -$316K | 0.8% | 45 |
|
|
2019
Q4 | $1.51M | Buy |
+11,615
| New | +$1.51M | 0.69% | 48 |
|