PPWP
Proquility Private Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.21M | Sell |
11,088
-585
| -5% | -$63.6K | 0.37% | 71 |
|
|
2024
Q4 | $1.25M | Sell |
11,673
-3,468
| -23% | -$371K | 0.4% | 63 |
|
|
2024
Q3 | $1.71M | Buy |
15,141
+2,885
| +24% | +$326K | 0.55% | 52 |
|
|
2024
Q2 | $1.31M | Buy |
12,256
+241
| +2% | +$25.8K | 0.45% | 60 |
|
|
2024
Q1 | $1.31M | Buy |
12,015
+5,741
| +92% | +$625K | 0.45% | 62 |
|
|
2023
Q4 | $694K | Sell |
6,274
-6,621
| -51% | -$733K | 0.26% | 75 |
|
|
2023
Q3 | $1.32M | Sell |
12,895
-26
| -0.2% | -$2.65K | 0.54% | 55 |
|
|
2023
Q2 | $1.4M | Buy |
12,921
+54
| +0.4% | +$5.84K | 0.55% | 57 |
|
|
2023
Q1 | $1.41M | Sell |
12,867
-1,468
| -10% | -$161K | 0.56% | 57 |
|
|
2022
Q4 | $1.51M | Sell |
14,335
-2,315
| -14% | -$244K | 0.62% | 50 |
|
|
2022
Q3 | $1.71M | Buy |
16,650
+127
| +0.8% | +$13K | 0.78% | 49 |
|
|
2022
Q2 | $1.82M | Hold |
16,523
| – | – | 0.78% | 49 |
|
|
2022
Q1 | $1.86M | Buy |
16,523
+249
| +2% | +$28K | 0.77% | 51 |
|
|
2021
Q4 | $2.02M | Sell |
16,274
-653
| -4% | -$80.9K | 0.71% | 50 |
|
|
2021
Q3 | $2.25M | Sell |
16,927
-557
| -3% | -$74.1K | 0.85% | 44 |
|
|
2021
Q2 | $2.35M | Sell |
17,484
-227
| -1% | -$30.5K | 0.88% | 41 |
|
|
2021
Q1 | $2.3M | Buy |
17,711
+212
| +1% | +$27.6K | 0.92% | 40 |
|
|
2020
Q4 | $2.42M | Buy |
+17,499
| New | +$2.42M | 1.1% | 28 |
|