Alterna Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History

Alterna Wealth Management, Inc

  • $115 Million
  • Q4 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 115,788 shares of SLQD stock, worth $5.79 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
115,788
Previous 111,366 3.97%
Holding current value
$5.79 Million
Previous $5.62 Million 2.55%
% of portfolio
4.99%
Previous 5.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$49.58 - $50.28 $219,242 - $222,338
4,422 Added 3.97%
115,788 $5.76 Million
Q3 2024

Oct 30, 2024
BUY
$49.07 - $50.44 $753,960 - $775,010
15,365 Added 16.01%
111,366 $5.62 Million
Q2 2024

Jul 12, 2024
BUY
$48.75 - $49.28 $1.87 Million - $1.89 Million
38,269 Added 66.29%
96,001 $4.73 Million
Q1 2024

May 03, 2024
BUY
$48.97 - $49.36 $83,102 - $83,763
1,697 Added 3.03%
57,732 $2.84 Million
Q4 2023

Feb 06, 2024
BUY
$47.66 - $49.2 $948,576 - $979,227
19,903 Added 55.08%
56,035 $2.76 Million
Q3 2023

Nov 13, 2023
BUY
$47.89 - $48.35 $313,248 - $316,257
6,541 Added 22.1%
36,132 $1.73 Million
Q2 2023

Aug 10, 2023
BUY
$48.08 - $48.64 $696,823 - $704,939
14,493 Added 95.99%
29,591 $1.43 Million
Q1 2023

May 26, 2023
BUY
$47.6 - $48.55 $718,664 - $733,007
15,098 New
15,098 $731,000
Q1 2022

May 12, 2022
SELL
$49.19 - $51.02 $1.05 Million - $1.09 Million
-21,311 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$50.99 - $51.69 $458,757 - $465,054
8,997 Added 73.06%
21,311 $1.09 Million
Q3 2020

Oct 19, 2020
SELL
$52.04 - $52.29 $110,532 - $111,063
-2,124 Reduced 14.71%
12,314 $642,000
Q2 2020

Jul 27, 2020
BUY
$49.8 - $52.12 $719,012 - $752,508
14,438 New
14,438 $753,000
Q1 2019

May 13, 2019
SELL
$49.47 - $50.51 $564,056 - $575,915
-11,402 Closed
0 $0
Q4 2018

Mar 04, 2019
BUY
$49.2 - $49.57 $560,978 - $565,197
11,402 New
11,402 $565,000

Others Institutions Holding SLQD

# of Institutions
250
Shares Held
28.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
Track This Portfolio

Track Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email