PWA
Physician 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-43,773
| Closed | -$5.86M | – | 145 |
|
|
2020
Q3 | $5.86M | Buy |
43,773
+3,135
| +8% | +$420K | 2.35% | 10 |
|
|
2020
Q2 | $5.63M | Buy |
40,638
+2,181
| +6% | +$302K | 2.27% | 10 |
|
|
2020
Q1 | $4.98M | Buy |
38,457
+36,563
| +1,930% | +$4.73M | 2.49% | 8 |
|
|
2019
Q4 | $243K | Buy |
+1,894
| New | +$243K | 0.11% | 98 |
|