RPWA
Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,699
| Closed | -$276K | – | 161 |
|
|
2022
Q3 | $276K | Buy |
2,699
+774
| +40% | +$79.1K | 0.1% | 123 |
|
|
2022
Q2 | $211K | Sell |
1,925
-667
| -26% | -$73.1K | 0.07% | 148 |
|
|
2022
Q1 | $313K | Sell |
2,592
-326
| -11% | -$39.4K | 0.09% | 122 |
|
|
2021
Q4 | $387K | Sell |
2,918
-472
| -14% | -$62.6K | 0.11% | 111 |
|
|
2021
Q3 | $451K | Hold |
3,390
| – | – | 0.13% | 99 |
|
|
2021
Q2 | $461K | Sell |
3,390
-716
| -17% | -$97.4K | 0.13% | 96 |
|
|
2021
Q1 | $533K | Sell |
4,106
-134
| -3% | -$17.4K | 0.18% | 83 |
|
|
2020
Q4 | $586K | Buy |
4,240
+357
| +9% | +$49.3K | 0.2% | 73 |
|
|
2020
Q3 | $523K | Sell |
3,883
-190
| -5% | -$25.6K | 0.22% | 69 |
|
|
2020
Q2 | $548K | Sell |
4,073
-449
| -10% | -$60.4K | 0.25% | 63 |
|
|
2020
Q1 | $558K | Sell |
4,522
-741
| -14% | -$91.4K | 0.31% | 60 |
|
|
2019
Q4 | $673K | Buy |
+5,263
| New | +$673K | 0.31% | 62 |
|