TCWA
Ten Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.32M | Buy |
21,480
+1,480
| +7% | +$160K | 0.67% | 23 |
|
|
2023
Q1 | $2.19M | Buy |
20,000
+235
| +1% | +$25.8K | 0.71% | 21 |
|
|
2022
Q4 | $2.08M | Sell |
19,765
-1,242
| -6% | -$131K | 0.84% | 20 |
|
|
2022
Q3 | $2.15M | Sell |
21,007
-2,777
| -12% | -$284K | 0.98% | 18 |
|
|
2022
Q2 | $2.62M | Sell |
23,784
-978
| -4% | -$108K | 1.14% | 16 |
|
|
2022
Q1 | $3M | Buy |
24,762
+4,292
| +21% | +$519K | 1.25% | 17 |
|
|
2021
Q4 | $2.71M | Buy |
20,470
+3,607
| +21% | +$478K | 1.11% | 19 |
|
|
2021
Q3 | $2.24M | Buy |
16,863
+3,172
| +23% | +$422K | 1.05% | 19 |
|
|
2021
Q2 | $1.84M | Buy |
13,691
+2,209
| +19% | +$297K | 0.42% | 61 |
|
|
2021
Q1 | $1.49M | Buy |
11,482
+7,890
| +220% | +$1.03M | 0.36% | 64 |
|
|
2020
Q4 | $496K | Buy |
+3,592
| New | +$496K | 0.14% | 89 |
|