Asset Planning Services, Ltd. SLQD Holdings History
Asset Planning Services, Ltd.'s iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2021-12-31, Asset Planning Services, Ltd. held 140,332.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $7.16 Mil. This investment constitutes 3.31% of their stock portfolio, and Asset Planning Services, Ltd. now holds 0.3% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2020Q4. And since then Asset Planning Services, Ltd. has made 4 purchases of SLQD, at an average price of $52.03, for a total of 143,618.00 shares. In addition, there have been 1 sales at an average price of $51.04 for 3,286.00 shares. Based on historical transaction data and SLQD's current price of $50.44, Asset Planning Services, Ltd.'s estimated gain on his SLQD holdings is $-226,421.80, reflecting a -3.03% gain to date.
Asset Planning Services, Ltd. SLQD ($50.44) Holding Chart
Asset Planning Services, Ltd. SLQD ($50.44) 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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