Regal Wealth Group, Inc. LQD Holdings History
Regal Wealth Group, Inc.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2023-12-31, Regal Wealth Group, Inc. held 87,205.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $9.51 Mil. This investment constitutes 5.87% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0.03% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q2. And since then Regal Wealth Group, Inc. has made 12 purchases of LQD, at an average price of $115.95, for a total of 189,307.00 shares. In addition, there have been 11 sales at an average price of $129.09 for 102,102.00 shares. Based on historical transaction data and LQD's current price of $108.29, Regal Wealth Group, Inc.'s estimated gain on his LQD holdings is $673,725.59, reflecting a 3.07% gain to date.
Regal Wealth Group, Inc. LQD ($108.29) Holding Chart
Regal Wealth Group, Inc. LQD ($108.29) 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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