WR Wealth Planners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $82.3K | Sell |
770
-1,064
| -58% | -$114K | 0.03% | 256 |
|
|
2024
Q3 | $207K | Sell |
1,834
-574
| -24% | -$64.9K | 0.06% | 179 |
|
|
2024
Q2 | $258K | Sell |
2,408
-45
| -2% | -$4.82K | 0.08% | 144 |
|
|
2024
Q1 | $267K | Sell |
2,453
-1,443
| -37% | -$157K | 0.08% | 144 |
|
|
2023
Q4 | $431K | Sell |
3,896
-1,913
| -33% | -$212K | 0.16% | 114 |
|
|
2023
Q3 | $593K | Buy |
5,809
+1,962
| +51% | +$200K | 0.23% | 68 |
|
|
2023
Q2 | $416K | Sell |
3,847
-497
| -11% | -$53.7K | 0.16% | 104 |
|
|
2023
Q1 | $476K | Sell |
4,344
-102
| -2% | -$11.2K | 0.21% | 80 |
|
|
2022
Q4 | $469K | Sell |
4,446
-195
| -4% | -$20.6K | 0.29% | 57 |
|
|
2022
Q3 | $475K | Sell |
4,641
-254
| -5% | -$26K | 0.33% | 48 |
|
|
2022
Q2 | $539K | Sell |
4,895
-1,262
| -20% | -$139K | 0.35% | 49 |
|
|
2022
Q1 | $745K | Buy |
+6,157
| New | +$745K | 0.44% | 42 |
|