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