WR Wealth Planners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $82.3K | Sell |
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|
2024
Q3 | $207K | Sell |
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2024
Q2 | $258K | Sell |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $745K | Buy |
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