Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $556K | Buy |
10,763
+2,068
| +24% | +$107K | 0.04% | 423 |
|
|
2021
Q2 | $451K | Buy |
8,695
+2
| +0% | +$104 | 0.03% | 508 |
|
|
2021
Q1 | $450K | Sell |
8,693
-232
| -3% | -$12K | 0.03% | 469 |
|
|
2020
Q4 | $466K | Sell |
8,925
-1,524
| -15% | -$79.6K | 0.04% | 416 |
|
|
2020
Q3 | $544K | Sell |
10,449
-60
| -0.6% | -$3.12K | 0.05% | 332 |
|
|
2020
Q2 | $548K | Buy |
10,509
+2,300
| +28% | +$120K | 0.05% | 311 |
|
|
2020
Q1 | $412K | Sell |
8,209
-21,694
| -73% | -$1.09M | 0.05% | 350 |
|
|
2019
Q4 | $1.53M | Buy |
29,903
+15,674
| +110% | +$800K | 0.14% | 138 |
|
|
2019
Q3 | $728K | Buy |
14,229
+252
| +2% | +$12.9K | 0.08% | 265 |
|
|
2019
Q2 | $712K | Buy |
13,977
+4,565
| +49% | +$233K | 0.07% | 286 |
|
|
2019
Q1 | $475K | Buy |
9,412
+4,032
| +75% | +$203K | 0.05% | 374 |
|
|
2018
Q4 | $266K | Buy |
+5,380
| New | +$266K | 0.03% | 501 |
|