Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42,181
| Closed | -$2.03M | – | 1208 |
|
|
2023
Q2 | $2.03M | Sell |
42,181
-4,608
| -10% | -$222K | 0.07% | 296 |
|
|
2023
Q1 | $2.27M | Buy |
46,789
+9,008
| +24% | +$437K | 0.09% | 243 |
|
|
2022
Q4 | $1.81M | Buy |
+37,781
| New | +$1.81M | 0.09% | 254 |
|
|
2022
Q1 | – | Sell |
-5,276
| Closed | -$269K | – | 1057 |
|
|
2021
Q4 | $269K | Buy |
+5,276
| New | +$269K | 0.01% | 811 |
|