SWM
Selective Wealth Management’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 | $353K | Sell |
3,197
-4,451
| -58% | -$492K | 0.19% | 73 |
|
|
2022
Q3 | $784K | Sell |
7,648
-598
| -7% | -$61.3K | 0.34% | 41 |
|
|
2022
Q2 | $907K | Buy |
8,246
+1,956
| +31% | +$215K | 0.32% | 45 |
|
|
2022
Q1 | $761K | Buy |
6,290
+5,844
| +1,310% | +$707K | 0.28% | 45 |
|
|
2021
Q4 | $59K | Buy |
446
+170
| +62% | +$22.5K | 0.02% | 251 |
|
|
2021
Q3 | $37K | Buy |
276
+239
| +646% | +$32K | 0.02% | 284 |
|
|
2021
Q2 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 405 |
|
|
2020
Q3 | – | Sell |
-271
| Closed | -$37K | – | 373 |
|
|
2020
Q2 | $37K | Buy |
271
+118
| +77% | +$16.1K | 0.03% | 128 |
|
|
2020
Q1 | $19K | Hold |
153
| – | – | 0.03% | 107 |
|
|
2019
Q4 | $20K | Hold |
153
| – | – | 0.02% | 119 |
|
|
2019
Q3 | $20K | Buy |
+153
| New | +$20K | 0.03% | 122 |
|