MWM
Mattern Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,515
| Closed | -$233K | – | 176 |
|
|
2021
Q3 | $233K | Sell |
4,515
-2,256
| -33% | -$116K | 0.08% | 152 |
|
|
2021
Q2 | $351K | Sell |
6,771
-14,685
| -68% | -$761K | 0.11% | 132 |
|
|
2021
Q1 | $1.11M | Sell |
21,456
-173,744
| -89% | -$9M | 0.39% | 71 |
|
|
2020
Q4 | $10.2M | Buy |
195,200
+102,058
| +110% | +$5.33M | 3.86% | 3 |
|
|
2020
Q3 | $4.86M | Buy |
93,142
+13,927
| +18% | +$726K | 2.08% | 8 |
|
|
2020
Q2 | $4.13M | Buy |
+79,215
| New | +$4.13M | 2.01% | 11 |
|