Aspire Wealth Management Corp LQD Holdings History
Aspire Wealth Management Corp's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 13.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $1,490.00. This investment constitutes 0% of their stock portfolio, and Aspire Wealth Management Corp now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 1 purchases of LQD, at an average price of $131.80, for a total of 40,888.00 shares. In addition, there have been 10 sales at an average price of $107.82 for 40,875.00 shares. Based on historical transaction data and LQD's current price of $108.23, Aspire Wealth Management Corp's estimated gain on his LQD holdings is $-980,606.14, reflecting a -18.20% gain to date.
Aspire Wealth Management Corp LQD ($108.23) Holding Chart
Aspire Wealth Management Corp LQD ($108.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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