LAIDLAW WEALTH MANAGEMENT LLC – iShares iBoxx $ Investment Grade Corporate Bond ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$394,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.89%
quarter
iShares iBoxx $ Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.12% | -581 shares | -93K | $102.45 | 3.84K |
| Q2 2022 | share | Increase | +0.57% | 25 shares | -45K | $110.03 | 4.42K |
| Q1 2022 | share | Decrease | -2.35% | -106 shares | -65K | $120.94 | 4.40K |
| Q4 2021 | share | Increase | 0.00% | 4.50K shares | 597K | $132.72 | 4.50K |
| Q1 2021 | share | Decrease | -100.00% | -6.53K shares | -903K | $127.87 | 0 |
| Q4 2020 | share | Increase | +25.84% | 1.34K shares | 203K | $135.27 | 6.53K |
| Q3 2020 | share | Increase | +0.04% | 2 shares | 2K | $130.83 | 5.19K |
| Q2 2020 | share | Decrease | -1.74% | -92 shares | 45K | $129.76 | 5.19K |
| Q1 2020 | share | Decrease | -7.25% | -413 shares | -76K | $118.27 | 5.28K |
| Q4 2019 | share | Increase | 0.00% | 5.69K shares | 729K | $121.9 | 5.69K |