M Holdings Securities’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
Q2 | – | Sell |
-5,511
| Closed | -$267K | – | 392 |
|
|
2023
Q1 | $267K | Hold |
5,511
| – | – | 0.03% | 268 |
|
|
2022
Q4 | $264K | Hold |
5,511
| – | – | 0.03% | 364 |
|
|
2022
Q3 | $261K | Sell |
5,511
-484
| -8% | -$22.9K | 0.03% | 352 |
|
|
2022
Q2 | $291K | Buy |
5,995
+1
| +0% | +$49 | 0.03% | 338 |
|
|
2022
Q1 | $296K | Buy |
+5,994
| New | +$296K | 0.02% | 396 |
|