DWA
Divergent Wealth Advisors’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 |
-13,657
| Closed | -$672K | – | 35 |
|
|
2023
Q4 | $672K | Hold |
13,657
| – | – | 0.14% | 17 |
|
|
2023
Q3 | $655K | Sell |
13,657
-1,342
| -9% | -$64.4K | 0.15% | 17 |
|
|
2023
Q2 | $723K | Sell |
14,999
-27,101
| -64% | -$1.31M | 0.16% | 19 |
|
|
2023
Q1 | $2.04M | Sell |
42,100
-56,557
| -57% | -$2.74M | 0.48% | 16 |
|
|
2022
Q4 | $4.72M | Buy |
+98,657
| New | +$4.72M | 1.18% | 13 |
|