Clearview Wealth Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-795
| Closed | -$39K | – | 640 |
|
|
2022
Q2 | $39K | Hold |
795
| – | – | 0.03% | 208 |
|
|
2022
Q1 | $39K | Buy |
795
+413
| +108% | +$20.3K | 0.03% | 225 |
|
|
2021
Q4 | $20K | Hold |
382
| – | – | 0.01% | 335 |
|
|
2021
Q3 | $20K | Buy |
382
+2
| +0.5% | +$105 | 0.01% | 339 |
|
|
2021
Q2 | $20K | Buy |
380
+2
| +0.5% | +$105 | 0.01% | 342 |
|
|
2021
Q1 | $20K | Buy |
378
+1
| +0.3% | +$53 | 0.01% | 332 |
|
|
2020
Q4 | $20K | Buy |
+377
| New | +$20K | 0.01% | 301 |
|