OWA
Outlook Wealth Advisors’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
Q2 | – | Sell |
-17,015
| Closed | -$881K | – | 222 |
|
|
2021
Q1 | $881K | Buy |
17,015
+1,928
| +13% | +$99.8K | 0.31% | 77 |
|
|
2020
Q4 | $788K | Sell |
15,087
-44
| -0.3% | -$2.3K | 0.29% | 83 |
|
|
2020
Q3 | $789K | Sell |
15,131
-186
| -1% | -$9.7K | 0.31% | 66 |
|
|
2020
Q2 | $798K | Sell |
15,317
-153
| -1% | -$7.97K | 0.34% | 67 |
|
|
2020
Q1 | $776K | Buy |
+15,470
| New | +$776K | 0.44% | 55 |
|