TCWM
Total Clarity 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
Q3 | – | Sell |
-871
| Closed | -$96K | – | 650 |
|
|
2022
Q2 | $96K | Sell |
871
-4,068
| -82% | -$448K | 0.05% | 326 |
|
|
2022
Q1 | $597K | Sell |
4,939
-27,318
| -85% | -$3.3M | 0.33% | 81 |
|
|
2021
Q4 | $4.28M | Sell |
32,257
-1,508
| -4% | -$200K | 1.94% | 6 |
|
|
2021
Q3 | $4.49M | Buy |
33,765
+554
| +2% | +$73.7K | 2.14% | 1 |
|
|
2021
Q2 | $4.46M | Sell |
33,211
-1,264
| -4% | -$170K | 2.49% | 1 |
|
|
2021
Q1 | $4.48M | Sell |
34,475
-28,229
| -45% | -$3.67M | 2.58% | 2 |
|
|
2020
Q4 | $8.66M | Sell |
62,704
-343
| -0.5% | -$47.4K | 6.02% | 1 |
|
|
2020
Q3 | $8.49M | Buy |
63,047
+7,440
| +13% | +$1M | 7.41% | 1 |
|
|
2020
Q2 | $7.48M | Buy |
55,607
+51,707
| +1,326% | +$6.95M | 6.87% | 1 |
|
|
2020
Q1 | $482K | Buy |
3,900
+3,066
| +368% | +$379K | 0.74% | 45 |
|
|
2019
Q4 | $107K | Buy |
+834
| New | +$107K | 0.08% | 178 |
|