Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-31,787
| Closed | -$1.59M | – | 86 |
|
|
2020
Q1 | $1.59M | Buy |
31,787
+3,653
| +13% | +$183K | 1.15% | 48 |
|
|
2019
Q4 | $1.44M | Buy |
28,134
+2,988
| +12% | +$153K | 0.73% | 56 |
|
|
2019
Q3 | $1.29M | Buy |
25,146
+484
| +2% | +$24.8K | 0.7% | 59 |
|
|
2019
Q2 | $1.25M | Buy |
24,662
+8,416
| +52% | +$428K | 0.68% | 61 |
|
|
2019
Q1 | $820K | Buy |
16,246
+3,810
| +31% | +$192K | 0.47% | 65 |
|
|
2018
Q4 | $616K | Buy |
12,436
+5,607
| +82% | +$278K | 0.38% | 69 |
|
|
2018
Q3 | $339K | Buy |
+6,829
| New | +$339K | 0.19% | 76 |
|