MWM
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Mission Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Mission Wealth Management’s Portfolio SLQD Stock Details SLQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,274
Closed -$215K – 256
2017
Q4 		$215K Hold
4,274
– – 0.04% 203
2017
Q3 		$216K Buy
+4,274
New +$216K 0.04% 179