Total Clarity Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,810
| Closed | -$195K | – | 785 |
|
|
2021
Q4 | $195K | Sell |
3,810
-1,250
| -25% | -$64K | 0.09% | 218 |
|
|
2021
Q3 | $262K | Hold |
5,060
| – | – | 0.12% | 184 |
|
|
2021
Q2 | $262K | Sell |
5,060
-1,605
| -24% | -$83.1K | 0.15% | 178 |
|
|
2021
Q1 | $345K | Buy |
6,665
+450
| +7% | +$23.3K | 0.2% | 118 |
|
|
2020
Q4 | $325K | Buy |
6,215
+850
| +16% | +$44.4K | 0.23% | 107 |
|
|
2020
Q3 | $280K | Buy |
+5,365
| New | +$280K | 0.24% | 103 |
|