Beam Wealth Advisors’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
2020
Q2
Sell
-9,220
Closed -$462K 161
2020
Q1
$462K Sell
9,220
-300
-3% -$15K 0.46% 72
2019
Q4
$486K Buy
+9,520
New +$486K 0.45% 70