Wealthcare Advisory Partners’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 |
-547
| Closed | -$28K | – | 1660 |
|
2021
Q1 | $28K | Buy |
+547
| New | +$28K | ﹤0.01% | 1091 |
|
2020
Q2 | – | Sell |
-1,551
| Closed | -$78K | – | 1183 |
|
2020
Q1 | $78K | Buy |
1,551
+1,354
| +687% | +$68.1K | 0.01% | 421 |
|
2019
Q4 | $10K | Hold |
197
| – | – | ﹤0.01% | 949 |
|
2019
Q3 | $10K | Hold |
197
| – | – | ﹤0.01% | 928 |
|
2019
Q2 | $10K | Hold |
197
| – | – | ﹤0.01% | 915 |
|
2019
Q1 | $10K | Hold |
197
| – | – | ﹤0.01% | 822 |
|
2018
Q4 | $10K | Hold |
197
| – | – | ﹤0.01% | 792 |
|
2018
Q3 | $10K | Hold |
197
| – | – | ﹤0.01% | 851 |
|
2018
Q2 | $10K | Hold |
197
| – | – | ﹤0.01% | 844 |
|
2018
Q1 | $10K | Sell |
197
-251
| -56% | -$12.7K | ﹤0.01% | 733 |
|
2017
Q4 | $23K | Hold |
448
| – | – | 0.01% | 509 |
|
2017
Q3 | $23K | Buy |
+448
| New | +$23K | 0.01% | 410 |
|