B. Riley Wealth Management’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
Q2 | $1.65K | Sell |
34,020
-7,692
| -18% | -$373 | ﹤0.01% | 236 |
|
|
2022
Q1 | $2.06M | Sell |
41,712
-3,805
| -8% | -$188K | 0.16% | 133 |
|
|
2021
Q4 | $2.32M | Buy |
45,517
+473
| +1% | +$24.2K | 0.16% | 129 |
|
|
2021
Q3 | $2.33M | Buy |
45,044
+7,800
| +21% | +$403K | 0.18% | 121 |
|
|
2021
Q2 | $1.93M | Sell |
37,244
-2,057
| -5% | -$107K | 0.21% | 108 |
|
|
2021
Q1 | $2.04M | Buy |
39,301
+25,725
| +189% | +$1.33M | 0.24% | 98 |
|
|
2020
Q4 | $709K | Hold |
13,576
| – | – | 0.09% | 172 |
|
|
2020
Q3 | $708K | Hold |
13,576
| – | – | 0.08% | 184 |
|
|
2020
Q2 | $708K | Buy |
13,576
+545
| +4% | +$28.4K | 0.08% | 193 |
|
|
2020
Q1 | $653K | Buy |
+13,031
| New | +$653K | 0.07% | 239 |
|