RWB
RMR Wealth Builders’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
Q3 | – | Sell |
-21,855
| Closed | -$2.41M | – | 204 |
|
|
2022
Q2 | $2.41M | Sell |
21,855
-32,102
| -59% | -$3.53M | 0.6% | 28 |
|
|
2022
Q1 | $6.53M | Buy |
53,957
+5,179
| +11% | +$626K | 1.4% | 17 |
|
|
2021
Q4 | $6.46M | Buy |
+48,778
| New | +$6.46M | 1.86% | 14 |
|
|
2021
Q2 | – | Sell |
-639
| Closed | -$83K | – | 460 |
|
|
2021
Q1 | $83K | Sell |
639
-1,450
| -69% | -$188K | 0.02% | 294 |
|
|
2020
Q4 | $289K | Sell |
2,089
-2,380
| -53% | -$329K | 0.14% | 113 |
|
|
2020
Q3 | $602K | Buy |
4,469
+3,875
| +652% | +$522K | 0.16% | 102 |
|
|
2020
Q2 | $80K | Buy |
+594
| New | +$80K | 0.07% | 185 |
|
|
2019
Q4 | $129K | Buy |
+1,009
| New | +$129K | 0.12% | 151 |
|