AWMS
Advocacy Wealth Management Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,402
| Closed | -$272K | – | 61 |
|
|
2024
Q3 | $272K | Sell |
5,402
-5,743
| -52% | -$290K | 0.02% | 48 |
|
|
2024
Q2 | $549K | Sell |
11,145
-17,900
| -62% | -$882K | 0.05% | 46 |
|
|
2024
Q1 | $1.43M | Sell |
29,045
-976,375
| -97% | -$48.1M | 0.12% | 41 |
|
|
2023
Q4 | $49.5M | Sell |
1,005,420
-1,165,042
| -54% | -$57.3M | 4.7% | 9 |
|
|
2023
Q3 | $104M | Buy |
2,170,462
+101,906
| +5% | +$4.89M | 11.59% | 2 |
|
|
2023
Q2 | $99.7M | Buy |
2,068,556
+100,976
| +5% | +$4.87M | 11.39% | 2 |
|
|
2023
Q1 | $95.4M | Buy |
1,967,580
+118,607
| +6% | +$5.75M | 11.58% | 2 |
|
|
2022
Q4 | $88.5M | Buy |
1,848,973
+136,462
| +8% | +$6.53M | 11.69% | 1 |
|
|
2022
Q3 | $81.4M | Buy |
1,712,511
+50,794
| +3% | +$2.42M | 11.89% | 4 |
|
|
2022
Q2 | $80.5M | Buy |
+1,661,717
| New | +$80.5M | 12.95% | 3 |
|