HERITAGE WEALTH MANAGEMENT, LLC SLQD Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held - shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling N/A. This investment constitutes 0% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of SLQD, at an average price of $49.33, for a total of 109,620.00 shares. In addition, there have been 3 sales at an average price of $48.49 for 109,620.00 shares. Based on historical transaction data and SLQD's current price of $50.44, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his SLQD holdings is $-91,368.74, reflecting a -1.69% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC SLQD ($50.44) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC 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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