Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,143
| Closed | -$155K | – | 233 |
|
|
2023
Q4 | $155K | Buy |
3,143
+112
| +4% | +$5.51K | 0.08% | 74 |
|
|
2023
Q3 | $145K | Sell |
3,031
-159
| -5% | -$7.63K | 0.08% | 68 |
|
|
2023
Q2 | $154K | Hold |
3,190
| – | – | 0.09% | 66 |
|
|
2023
Q1 | $155K | Sell |
3,190
-105
| -3% | -$5.09K | 0.09% | 56 |
|
|
2022
Q4 | $158K | Buy |
3,295
+2,882
| +698% | +$138K | 0.1% | 55 |
|
|
2022
Q3 | $20K | Buy |
+413
| New | +$20K | 0.01% | 137 |
|
|
2022
Q2 | – | Sell |
-1,701
| Closed | -$84K | – | 342 |
|
|
2022
Q1 | $84K | Buy |
+1,701
| New | +$84K | 0.06% | 63 |
|