PWG
Private Wealth Group’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
Q3 | – | Sell |
-3,615
| Closed | -$387K | – | 64 |
|
|
2024
Q2 | $387K | Sell |
3,615
-164
| -4% | -$17.6K | 0.2% | 50 |
|
|
2024
Q1 | $412K | Buy |
+3,779
| New | +$412K | 0.21% | 48 |
|
|
2020
Q1 | – | Sell |
-14,911
| Closed | -$1.91M | – | 36 |
|
|
2019
Q4 | $1.91M | Sell |
14,911
-390
| -3% | -$49.9K | 1.98% | 13 |
|
|
2019
Q3 | $1.95M | Sell |
15,301
-23
| -0.2% | -$2.93K | 1.75% | 16 |
|
|
2019
Q2 | $1.91M | Sell |
15,324
-209
| -1% | -$26K | 1.74% | 16 |
|
|
2019
Q1 | $1.85M | Buy |
+15,533
| New | +$1.85M | 1.7% | 16 |
|
|
2018
Q1 | – | Sell |
-15,740
| Closed | -$1.91M | – | 24 |
|
|
2017
Q4 | $1.91M | Buy |
+15,740
| New | +$1.91M | 2.2% | 13 |
|