SWMG
Signature Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-806
| Closed | -$91K | – | 197 |
|
|
2018
Q3 | $91K | Sell |
806
-62
| -7% | -$7K | 0.07% | 87 |
|
|
2018
Q2 | $99K | Sell |
868
-59
| -6% | -$6.73K | 0.07% | 82 |
|
|
2018
Q1 | $109K | Sell |
927
-26,965
| -97% | -$3.17M | 0.08% | 78 |
|
|
2017
Q4 | $3.39M | Buy |
+27,892
| New | +$3.39M | 2.49% | 11 |
|