Avestar Capital’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-10,774
| Closed | -$550K | – | 400 |
|
2021
Q4 | $550K | Sell |
10,774
-3,216
| -23% | -$164K | 0.07% | 181 |
|
2021
Q3 | $723K | Buy |
13,990
+3
| +0% | +$155 | 0.09% | 159 |
|
2021
Q2 | $725K | Sell |
13,987
-1,797
| -11% | -$93.1K | 0.1% | 169 |
|
2021
Q1 | $819K | Sell |
15,784
-3,292
| -17% | -$171K | 0.18% | 118 |
|
2020
Q4 | $996K | Sell |
19,076
-2,350
| -11% | -$123K | 0.28% | 74 |
|
2020
Q3 | $1.12M | Buy |
+21,426
| New | +$1.12M | 0.37% | 62 |
|