PHWM
Pine Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,770
| Closed | -$200K | – | 103 |
|
|
2024
Q3 | $200K | Buy |
+1,770
| New | +$200K | 0.1% | 100 |
|
|
2024
Q2 | – | Sell |
-1,846
| Closed | -$201K | – | 100 |
|
|
2024
Q1 | $201K | Buy |
1,846
+8
| +0.4% | +$871 | 0.13% | 95 |
|
|
2023
Q4 | $203K | Buy |
+1,838
| New | +$203K | 0.15% | 94 |
|