Family Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Hold |
0
| – | – | – | 219 |
|
2024
Q1 | – | Sell |
-55
| Closed | -$2.71K | – | 195 |
|
2023
Q4 | $2.71K | Sell |
55
-4,190
| -99% | -$206K | ﹤0.01% | 174 |
|
2023
Q3 | $204K | Hold |
4,245
| – | – | 0.15% | 95 |
|
2023
Q2 | $205K | Hold |
4,245
| – | – | 0.14% | 103 |
|
2023
Q1 | $206K | Hold |
4,245
| – | – | 0.15% | 101 |
|
2022
Q4 | $203K | Buy |
+4,245
| New | +$203K | 0.17% | 93 |
|