Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,492
| Closed | -$176K | – | 170 |
|
|
2019
Q1 | $176K | Sell |
3,492
-7,927
| -69% | -$400K | 0.09% | 48 |
|
|
2018
Q4 | $566K | Sell |
11,419
-698
| -6% | -$34.6K | 0.36% | 35 |
|
|
2018
Q3 | $602K | Buy |
12,117
+670
| +6% | +$33.3K | 0.35% | 34 |
|
|
2018
Q2 | $568K | Sell |
11,447
-246
| -2% | -$12.2K | 0.36% | 30 |
|
|
2018
Q1 | $582K | Buy |
+11,693
| New | +$582K | 0.38% | 29 |
|
|
2017
Q2 | – | Sell |
-4,126
| Closed | -$208K | – | 39 |
|
|
2017
Q1 | $208K | Buy |
+4,126
| New | +$208K | 0.16% | 38 |
|