EWM
Endowment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,977
| Closed | -$473K | – | 135 |
|
|
2022
Q3 | $473K | Buy |
9,977
+989
| +11% | +$46.9K | 0.57% | 48 |
|
|
2022
Q2 | $436K | Buy |
8,988
+2,866
| +47% | +$139K | 0.53% | 52 |
|
|
2022
Q1 | $302K | Buy |
6,122
+1,498
| +32% | +$73.9K | 0.32% | 73 |
|
|
2021
Q4 | $236K | Buy |
+4,624
| New | +$236K | 0.24% | 93 |
|