Gerber Kawasaki Wealth & Investment 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
2021
Q4
Sell
-1
Closed -$1K 954
2021
Q3
$1K Buy
+1
New +$1K ﹤0.01% 1102
2018
Q1
Sell
-5,930
Closed -$298K 123
2017
Q4
$298K Sell
5,930
-1,600
-21% -$80.4K 0.1% 90
2017
Q3
$380K Buy
7,530
+30
+0.4% +$1.51K 0.14% 76
2017
Q2
$378K Buy
+7,500
New +$378K 0.14% 84