WCFA
Walkner Condon Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,293
| Closed | -$780K | – | 245 |
|
|
2022
Q4 | $780K | Sell |
16,293
-980
| -6% | -$46.9K | 0.23% | 90 |
|
|
2022
Q3 | $819K | Buy |
17,273
+1,809
| +12% | +$85.8K | 0.26% | 80 |
|
|
2022
Q2 | $749K | Buy |
15,464
+4,278
| +38% | +$207K | 0.23% | 89 |
|
|
2022
Q1 | $552K | Buy |
+11,186
| New | +$552K | 0.16% | 121 |
|
|
2021
Q4 | – | Sell |
-8,117
| Closed | -$417K | – | 166 |
|
|
2021
Q3 | $417K | Sell |
8,117
-3,524
| -30% | -$181K | 0.21% | 93 |
|
|
2021
Q2 | $605K | Sell |
11,641
-49,982
| -81% | -$2.6M | 0.22% | 85 |
|
|
2021
Q1 | $3.19M | Sell |
61,623
-58,390
| -49% | -$3.02M | 1.24% | 21 |
|
|
2020
Q4 | $6.27M | Buy |
120,013
+27,751
| +30% | +$1.45M | 2.7% | 9 |
|
|
2020
Q3 | $4.81M | Buy |
92,262
+25,606
| +38% | +$1.33M | 2.58% | 10 |
|
|
2020
Q2 | $3.47M | Buy |
+66,656
| New | +$3.47M | 3.06% | 8 |
|