WLPWM
Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-121
| Closed | -$16K | – | 226 |
|
|
2021
Q3 | $16K | Buy |
121
+1
| +0.8% | +$132 | 0.01% | 234 |
|
|
2021
Q2 | $16K | Hold |
120
| – | – | 0.01% | 217 |
|
|
2021
Q1 | $16K | Buy |
120
+1
| +0.8% | +$133 | 0.01% | 208 |
|
|
2020
Q4 | $16K | Buy |
119
+1
| +0.8% | +$134 | 0.01% | 192 |
|
|
2020
Q3 | $16K | Buy |
118
+1
| +0.9% | +$136 | 0.01% | 188 |
|
|
2020
Q2 | $16K | Buy |
117
+1
| +0.9% | +$137 | 0.01% | 170 |
|
|
2020
Q1 | $14K | Hold |
116
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $15K | Buy |
+116
| New | +$15K | 0.01% | 175 |
|