Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,973
| Closed | -$399K | – | 47 |
|
|
2020
Q1 | $399K | Sell |
7,973
-25,748
| -76% | -$1.29M | 0.39% | 37 |
|
|
2019
Q4 | $1.72M | Sell |
33,721
-28,117
| -45% | -$1.43M | 1.57% | 23 |
|
|
2019
Q3 | $3.16M | Sell |
61,838
-41,676
| -40% | -$2.13M | 3.02% | 16 |
|
|
2019
Q2 | $5.28M | Sell |
103,514
-11,064
| -10% | -$564K | 5.17% | 5 |
|
|
2019
Q1 | $5.78M | Buy |
114,578
+41,534
| +57% | +$2.1M | 5.96% | 5 |
|
|
2018
Q4 | $3.61M | Buy |
73,044
+37,508
| +106% | +$1.85M | 4.77% | 3 |
|
|
2018
Q3 | $1.77M | Buy |
+35,536
| New | +$1.77M | 2.1% | 14 |
|