9258 Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $661K | Buy |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $454K | Buy |
|