HKIMG
Hutchens & Kramer Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,877
| Closed | -$235K | – | 127 |
|
|
2023
Q2 | $235K | Sell |
4,877
-935
| -16% | -$45.1K | 0.19% | 99 |
|
|
2023
Q1 | $282K | Sell |
5,812
-2,941
| -34% | -$143K | 0.24% | 83 |
|
|
2022
Q4 | $419K | Buy |
8,753
+17
| +0.2% | +$814 | 0.31% | 61 |
|
|
2022
Q3 | $416K | Sell |
8,736
-1,034
| -11% | -$49.2K | 0.34% | 55 |
|
|
2022
Q2 | $475K | Sell |
9,770
-3,805
| -28% | -$185K | 0.35% | 57 |
|
|
2022
Q1 | $668K | Hold |
13,575
| – | – | 0.37% | 58 |
|
|
2021
Q4 | $670K | Buy |
+13,575
| New | +$670K | 0.42% | 55 |
|