Laidlaw Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,297
| Closed | -$1.27M | – | 359 |
|
|
2023
Q2 | $1.27M | Buy |
26,297
+257
| +1% | +$12.4K | 0.25% | 101 |
|
|
2023
Q1 | $1.26M | Buy |
26,040
+178
| +0.7% | +$8.63K | 0.26% | 101 |
|
|
2022
Q4 | $1.24M | Buy |
25,862
+535
| +2% | +$25.6K | 0.27% | 102 |
|
|
2022
Q3 | $1.2M | Sell |
25,327
-3,455
| -12% | -$164K | 0.28% | 94 |
|
|
2022
Q2 | $1.4M | Sell |
28,782
-1,425
| -5% | -$69.1K | 0.28% | 99 |
|
|
2022
Q1 | $1.49M | Sell |
30,207
-683
| -2% | -$33.7K | 0.25% | 107 |
|
|
2021
Q4 | $1.58M | Buy |
30,890
+1,589
| +5% | +$81.1K | 0.25% | 107 |
|
|
2021
Q3 | $1.51M | Sell |
29,301
-670
| -2% | -$34.6K | 0.39% | 77 |
|
|
2021
Q2 | $1.55M | Buy |
29,971
+23,852
| +390% | +$1.24M | 0.4% | 72 |
|
|
2021
Q1 | $317K | Buy |
+6,119
| New | +$317K | 0.11% | 160 |
|