Money Concepts Capital’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
Q1 | – | Sell |
-5,140
| Closed | -$246K | – | 2517 |
|
|
2022
Q4 | $246K | Buy |
5,140
+1,505
| +41% | +$72K | 0.01% | 607 |
|
|
2022
Q3 | $172K | Sell |
3,635
-128
| -3% | -$6.06K | 0.01% | 455 |
|
|
2022
Q2 | $183K | Sell |
3,763
-2,899
| -44% | -$141K | 0.02% | 437 |
|
|
2022
Q1 | $329K | Sell |
6,662
-39,893
| -86% | -$1.97M | 0.02% | 558 |
|
|
2021
Q4 | $2.38M | Buy |
+46,555
| New | +$2.38M | 0.2% | 117 |
|
|
2021
Q1 | $2.69M | Sell |
51,988
-734
| -1% | -$38K | 0.22% | 106 |
|
|
2020
Q4 | $2.75M | Buy |
+52,722
| New | +$2.75M | 0.25% | 98 |
|