Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$12.5K | – | 405 |
|
|
2024
Q3 | $12.5K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $12.3K | Hold |
250
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $12.3K | Buy |
+250
| New | +$12.3K | ﹤0.01% | 680 |
|
|
2023
Q4 | – | Sell |
-250
| Closed | -$12.1K | – | 740 |
|
|
2023
Q3 | $12.1K | Hold |
250
| – | – | ﹤0.01% | 662 |
|
|
2023
Q2 | $12.1K | Buy |
+250
| New | +$12.1K | ﹤0.01% | 703 |
|
|
2023
Q1 | – | Sell |
-7,090
| Closed | -$339K | – | 756 |
|
|
2022
Q4 | $339K | Buy |
7,090
+6,440
| +991% | +$308K | 0.08% | 275 |
|
|
2022
Q3 | $31K | Buy |
+650
| New | +$31K | 0.01% | 576 |
|