NWS
Newport Wealth Strategies’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
Q3 | $363K | Sell |
2,725
-1,070
| -28% | -$143K | 0.22% | 73 |
|
|
2021
Q2 | $510K | Hold |
3,795
| – | – | 0.29% | 59 |
|
|
2021
Q1 | $494K | Sell |
3,795
-1,635
| -30% | -$213K | 0.31% | 58 |
|
|
2020
Q4 | $731K | Hold |
5,430
| – | – | 0.55% | 38 |
|
|
2020
Q3 | $732K | Sell |
5,430
-1,250
| -19% | -$169K | 0.55% | 38 |
|
|
2020
Q2 | $898K | Buy |
6,680
+3,231
| +94% | +$434K | 0.82% | 31 |
|
|
2020
Q1 | $448K | Sell |
3,449
-690
| -17% | -$89.6K | 0.42% | 44 |
|
|
2019
Q4 | $529K | Buy |
+4,139
| New | +$529K | 0.38% | 51 |
|