Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,086
| Closed | -$56K | – | 1510 |
|
|
2021
Q1 | $56K | Hold |
1,086
| – | – | ﹤0.01% | 797 |
|
|
2020
Q4 | $57K | Hold |
1,086
| – | – | ﹤0.01% | 708 |
|
|
2020
Q3 | $57K | Hold |
1,086
| – | – | 0.01% | 601 |
|
|
2020
Q2 | $57K | Hold |
1,086
| – | – | 0.01% | 641 |
|
|
2020
Q1 | $56K | Hold |
1,086
| – | – | 0.01% | 550 |
|
|
2019
Q4 | $55K | Hold |
1,086
| – | – | 0.01% | 609 |
|
|
2019
Q3 | $56K | Buy |
+1,086
| New | +$56K | 0.01% | 561 |
|