Clear Perspectives Financial Planning’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
Q1 | – | Sell |
-12,155
| Closed | -$621K | – | 230 |
|
|
2021
Q4 | $621K | Sell |
12,155
-1,225
| -9% | -$62.6K | 0.25% | 38 |
|
|
2021
Q3 | $691K | Buy |
13,380
+991
| +8% | +$51.2K | 0.31% | 36 |
|
|
2021
Q2 | $642K | Buy |
12,389
+1,051
| +9% | +$54.5K | 0.31% | 38 |
|
|
2021
Q1 | $587K | Buy |
11,338
+10,638
| +1,520% | +$551K | 0.34% | 35 |
|
|
2020
Q4 | $37K | Buy |
+700
| New | +$37K | 0.02% | 98 |
|