Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,992
| Closed | -$306K | – | 178 |
|
|
2019
Q3 | $306K | Sell |
5,992
-800
| -12% | -$40.9K | 0.05% | 160 |
|
|
2019
Q2 | $346K | Sell |
6,792
-1,200
| -15% | -$61.1K | 0.06% | 158 |
|
|
2019
Q1 | $403K | Sell |
7,992
-298
| -4% | -$15K | 0.08% | 152 |
|
|
2018
Q4 | $411K | Sell |
8,290
-300
| -3% | -$14.9K | 0.09% | 153 |
|
|
2018
Q3 | $427K | Sell |
8,590
-32
| -0.4% | -$1.59K | 0.08% | 146 |
|
|
2018
Q2 | $428K | Buy |
8,622
+318
| +4% | +$15.8K | 0.09% | 132 |
|
|
2018
Q1 | $413K | Sell |
8,304
-2,350
| -22% | -$117K | 0.09% | 133 |
|
|
2017
Q4 | $535K | Buy |
+10,654
| New | +$535K | 0.12% | 122 |
|