Regal 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
Q2 | – | Sell |
-5,489
| Closed | -$270K | – | 601 |
|
|
2024
Q1 | $270K | Sell |
5,489
-4,386
| -44% | -$216K | 0.02% | 479 |
|
|
2023
Q4 | $486K | Sell |
9,875
-710
| -7% | -$34.9K | 0.04% | 327 |
|
|
2023
Q3 | $508K | Sell |
10,585
-142
| -1% | -$6.82K | 0.04% | 288 |
|
|
2023
Q2 | $517K | Buy |
10,727
+158
| +1% | +$7.62K | 0.04% | 289 |
|
|
2023
Q1 | $512K | Buy |
10,569
+422
| +4% | +$20.5K | 0.05% | 282 |
|
|
2022
Q4 | $486K | Buy |
+10,147
| New | +$486K | 0.05% | 281 |
|