SSWG
Seven Springs Wealth Group’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
Q1 | – | Sell |
-145
| Closed | -$8K | – | 240 |
|
|
2020
Q4 | $8K | Sell |
145
-413,698
| -100% | -$22.8M | ﹤0.01% | 123 |
|
|
2020
Q3 | $21.6M | Sell |
413,843
-5,606
| -1% | -$292K | 13.55% | 2 |
|
|
2020
Q2 | $21.9M | Buy |
419,449
+16,950
| +4% | +$883K | 13.93% | 2 |
|
|
2020
Q1 | $20.2M | Buy |
402,499
+71,166
| +21% | +$3.57M | 14.22% | 2 |
|
|
2019
Q4 | $16.9M | Buy |
+331,333
| New | +$16.9M | 11.48% | 2 |
|