WFA
West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,239
| Closed | -$127K | – | 187 |
|
|
2022
Q3 | $127K | Hold |
1,239
| – | – | 0.04% | 70 |
|
|
2022
Q2 | $136K | Hold |
1,239
| – | – | 0.04% | 66 |
|
|
2022
Q1 | $150K | Hold |
1,239
| – | – | 0.04% | 65 |
|
|
2021
Q4 | $164K | Hold |
1,239
| – | – | 0.04% | 67 |
|
|
2021
Q3 | $165K | Hold |
1,239
| – | – | 0.05% | 60 |
|
|
2021
Q2 | $166K | Hold |
1,239
| – | – | 0.05% | 56 |
|
|
2021
Q1 | $161K | Hold |
1,239
| – | – | 0.05% | 54 |
|
|
2020
Q4 | $171K | Buy |
+1,239
| New | +$171K | 0.06% | 52 |
|