WealthPLAN 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
Q1
Sell
-4,610
Closed -$240K 343
2020
Q4
$240K Hold
4,610
0.02% 296
2020
Q3
$240K Buy
+4,610
New +$240K 0.02% 279