CWM
Comprehensive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,830
| Closed | -$1.27M | – | 31 |
|
|
2023
Q4 | $1.27M | Sell |
25,830
-417
| -2% | -$20.5K | 1.15% | 12 |
|
|
2023
Q3 | $1.26M | Sell |
26,247
-1,432
| -5% | -$68.7K | 1.19% | 13 |
|
|
2023
Q2 | $1.33M | Sell |
27,679
-2,989
| -10% | -$144K | 1.16% | 11 |
|
|
2023
Q1 | $1.49M | Buy |
30,668
+10,775
| +54% | +$522K | 1.22% | 12 |
|
|
2022
Q4 | $952K | Buy |
19,893
+14,858
| +295% | +$711K | 0.88% | 13 |
|
|
2022
Q3 | $239K | Buy |
+5,035
| New | +$239K | 0.24% | 30 |
|