DWMG
DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.11M | Sell |
22,531
-930
| -4% | -$45.8K | 0.63% | 36 |
|
|
2023
Q3 | $1.13M | Sell |
23,461
-294
| -1% | -$14.1K | 0.71% | 31 |
|
|
2023
Q2 | $1.15M | Sell |
23,755
-766
| -3% | -$36.9K | 0.7% | 32 |
|
|
2023
Q1 | $1.19M | Buy |
24,521
+1,034
| +4% | +$50.1K | 0.75% | 32 |
|
|
2022
Q4 | $1.12M | Buy |
23,487
+48
| +0.2% | +$2.3K | 0.73% | 33 |
|
|
2022
Q3 | $1.11M | Sell |
23,439
-198
| -0.8% | -$9.39K | 0.79% | 32 |
|
|
2022
Q2 | $1.15M | Sell |
23,637
-5,681
| -19% | -$275K | 0.78% | 36 |
|
|
2022
Q1 | $1.45M | Sell |
29,318
-1,203
| -4% | -$59.4K | 0.87% | 31 |
|
|
2021
Q4 | $1.56M | Sell |
30,521
-755
| -2% | -$38.5K | 0.92% | 32 |
|
|
2021
Q3 | $1.62M | Sell |
31,276
-425
| -1% | -$22K | 1.04% | 29 |
|
|
2021
Q2 | $1.64M | Buy |
31,701
+5,079
| +19% | +$263K | 1.05% | 28 |
|
|
2021
Q1 | $1.38M | Buy |
26,622
+923
| +4% | +$47.8K | 0.94% | 32 |
|
|
2020
Q4 | $1.34M | Buy |
+25,699
| New | +$1.34M | 0.99% | 28 |
|