WLIM
White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,940
| Closed | -$394K | – | 120 |
|
|
2018
Q3 | $394K | Sell |
7,940
-750
| -9% | -$37.2K | 0.2% | 78 |
|
|
2018
Q2 | $431K | Hold |
8,690
| – | – | 0.24% | 74 |
|
|
2018
Q1 | $432K | Buy |
8,690
+61
| +0.7% | +$3.03K | 0.25% | 75 |
|
|
2017
Q4 | $434K | Buy |
+8,629
| New | +$434K | 0.25% | 79 |
|