Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33,761
| Closed | -$1.64M | – | 787 |
|
|
2023
Q1 | $1.64M | Buy |
+33,761
| New | +$1.64M | 0.13% | 190 |
|
|
2021
Q2 | – | Sell |
-185
| Closed | -$10K | – | 2366 |
|
|
2021
Q1 | $10K | Hold |
185
| – | – | ﹤0.01% | 2330 |
|
|
2020
Q4 | $10K | Hold |
185
| – | – | ﹤0.01% | 2023 |
|
|
2020
Q3 | $10K | Hold |
185
| – | – | ﹤0.01% | 1811 |
|
|
2020
Q2 | $10K | Hold |
185
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q1 | $9K | Hold |
185
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q4 | $9K | Sell |
185
-773
| -81% | -$37.6K | ﹤0.01% | 1729 |
|
|
2019
Q3 | $49K | Buy |
+958
| New | +$49K | ﹤0.01% | 1005 |
|