Lloyd Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.57M | Buy |
53,616
+146
| +0.3% | +$6.99K | 1.78% | 13 |
|
|
2022
Q3 | $2.54M | Sell |
53,470
-59
| -0.1% | -$2.8K | 1.85% | 13 |
|
|
2022
Q2 | $2.59M | Sell |
53,529
-259
| -0.5% | -$12.5K | 2.02% | 14 |
|
|
2022
Q1 | $2.66M | Buy |
53,788
+1,063
| +2% | +$52.5K | 1.24% | 21 |
|
|
2021
Q4 | $2.69M | Buy |
52,725
+305
| +0.6% | +$15.6K | 1.24% | 23 |
|
|
2021
Q3 | $2.71M | Sell |
52,420
-891
| -2% | -$46K | 1.39% | 21 |
|
|
2021
Q2 | $2.76M | Sell |
53,311
-22,543
| -30% | -$1.17M | 1.4% | 22 |
|
|
2021
Q1 | $3.93M | Buy |
+75,854
| New | +$3.93M | 2.14% | 11 |
|