EWA
SLQD icon

Evolution Wealth Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Evolution Wealth Advisors’s Portfolio SLQD Stock Details SLQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,135
Closed -$296K – 121
2023
Q2 		$296K Sell
6,135
-106,505
-95% -$5.13M 0.07% 91
2023
Q1 		$5.46M Sell
112,640
-1,970
-2% -$95.5K 1.31% 21
2022
Q4 		$5.49M Buy
+114,610
New +$5.49M 1.38% 19