CWM

Centric 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
2022 Q4	–	Sell	-5,779	Closed	-$274K	–	119
2022 Q3	$274K	Buy	5,779 +1,279	+28%	+$60.6K	0.11%	101
2022 Q2	$218K	Buy	+4,500	New	+$218K	0.08%	117