BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $594K | Sell |
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2023
Q1 | $605K | Sell |
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2022
Q4 | $607K | Sell |
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|
2022
Q3 | $735K | Hold |
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|
2022
Q2 | $751K | Hold |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $893K | Sell |
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|
2021
Q3 | $910K | Hold |
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|
2021
Q2 | $912K | Hold |
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|
2021
Q1 | $911K | Sell |
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|
2020
Q4 | $950K | Sell |
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|
2020
Q3 | $977K | Sell |
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|
2020
Q2 | $990K | Sell |
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|
2020
Q1 | $958K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $1.03M | Hold |
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|
2019
Q2 | $1.03M | Hold |
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|
2019
Q1 | $1.02M | Hold |
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|
2018
Q4 | $1M | Buy |
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