RDFA
Ritter Daniher Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,130
| Closed | -$119K | – | 310 |
|
|
2022
Q4 | $119K | Hold |
1,130
| – | – | 0.06% | 92 |
|
|
2022
Q3 | $116K | Buy |
+1,130
| New | +$116K | 0.08% | 84 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$3K | – | 243 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 195 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 189 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 176 |
|
|
2020
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 169 |
|