ALTERNA WEALTH MANAGEMENT, INC SLQD Holdings History
ALTERNA WEALTH MANAGEMENT, INC's iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 164,893.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $8.29 Mil. This investment constitutes 6.29% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0.38% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2020Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 11 purchases of SLQD, at an average price of $49.39, for a total of 186,204.00 shares. In addition, there have been 1 sales at an average price of $49.94 for 21,311.00 shares. Based on historical transaction data and SLQD's current price of $50.52, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his SLQD holdings is $198,808.11, reflecting a 2.16% gain to date.
ALTERNA WEALTH MANAGEMENT, INC SLQD ($50.52) Holding Chart
ALTERNA WEALTH MANAGEMENT, INC SLQD ($50.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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