RRWA
Rainey & Randall 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-87,839
| Closed | -$12.1M | – | 53 |
|
|
2020
Q4 | $12.1M | Buy |
87,839
+7,079
| +9% | +$978K | 7.21% | 7 |
|
|
2020
Q3 | $10.9M | Buy |
80,760
+75,780
| +1,522% | +$10.2M | 7.49% | 7 |
|
|
2020
Q2 | $670K | Buy |
+4,980
| New | +$670K | 0.78% | 12 |
|
|
2020
Q1 | – | Sell |
-7,844
| Closed | -$1M | – | 24 |
|
|
2019
Q4 | $1M | Buy |
+7,844
| New | +$1M | 0.89% | 16 |
|