CAWM
Capital Advisors Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,211
| Closed | -$249K | – | 146 |
|
|
2022
Q4 | $249K | Sell |
5,211
-7,587
| -59% | -$363K | 0.08% | 105 |
|
|
2022
Q3 | $607K | Buy |
12,798
+212
| +2% | +$10.1K | 0.2% | 59 |
|
|
2022
Q2 | $610K | Buy |
12,586
+1,143
| +10% | +$55.4K | 0.2% | 58 |
|
|
2022
Q1 | $565K | Buy |
11,443
+2,429
| +27% | +$120K | 0.17% | 61 |
|
|
2021
Q4 | $460K | Buy |
+9,014
| New | +$460K | 0.14% | 71 |
|