WFA
WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$108K | – | 118 |
|
|
2023
Q2 | $108K | Sell |
1,000
-500
| -33% | -$54.1K | 0.03% | 74 |
|
|
2023
Q1 | $164K | Hold |
1,500
| – | – | 0.05% | 66 |
|
|
2022
Q4 | $158K | Buy |
1,500
+1,000
| +200% | +$105K | 0.05% | 66 |
|
|
2022
Q3 | $51K | Buy |
+500
| New | +$51K | 0.02% | 78 |
|