WR Wealth Planners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.41K | Hold |
26
| – | – | ﹤0.01% | 825 |
|
|
2024
Q3 | $2.42K | Hold |
26
| – | – | ﹤0.01% | 869 |
|
|
2024
Q2 | $2.42K | Hold |
26
| – | – | ﹤0.01% | 852 |
|
|
2024
Q1 | $2.45K | Buy |
+26
| New | +$2.45K | ﹤0.01% | 840 |
|
|
2023
Q4 | – | Sell |
-64
| Closed | -$5.92K | – | 572 |
|
|
2023
Q3 | $5.92K | Hold |
64
| – | – | ﹤0.01% | 654 |
|
|
2023
Q2 | $5.95K | Sell |
64
-366
| -85% | -$34K | ﹤0.01% | 654 |
|
|
2023
Q1 | $39.4K | Hold |
430
| – | – | 0.02% | 346 |
|
|
2022
Q4 | $38.9K | Hold |
430
| – | – | 0.02% | 182 |
|
|
2022
Q3 | $38.2K | Hold |
430
| – | – | 0.03% | 178 |
|
|
2022
Q2 | $38.8K | Buy |
430
+15
| +4% | +$1.35K | 0.03% | 192 |
|
|
2022
Q1 | $38.8K | Buy |
+415
| New | +$38.8K | 0.02% | 184 |
|