RWP
Ridgecrest Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,139
| Closed | -$569K | – | 118 |
|
|
2021
Q4 | $569K | Buy |
11,139
+1,292
| +13% | +$66K | 0.28% | 69 |
|
|
2021
Q3 | $509K | Buy |
9,847
+200
| +2% | +$10.3K | 0.28% | 69 |
|
|
2021
Q2 | $500K | Buy |
9,647
+3,700
| +62% | +$192K | 0.31% | 64 |
|
|
2021
Q1 | $308K | Buy |
+5,947
| New | +$308K | 0.29% | 65 |
|