BerganKDV Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $32.3K | Hold |
685
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $32.8K | Hold |
685
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $31.7K | Hold |
685
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $31K | Hold |
685
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $33K | Hold |
685
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $36K | Hold |
685
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $38K | Hold |
685
| – | – | ﹤0.01% | 463 |
|
|
2021
Q3 | $39K | Hold |
685
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $39K | Hold |
685
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $38K | Hold |
685
| – | – | ﹤0.01% | 401 |
|
|
2020
Q4 | $40K | Hold |
685
| – | – | 0.01% | 382 |
|
|
2020
Q3 | $40K | Hold |
685
| – | – | 0.01% | 361 |
|
|
2020
Q2 | $40K | Hold |
685
| – | – | 0.01% | 378 |
|
|
2020
Q1 | $38K | Hold |
685
| – | – | 0.01% | 353 |
|
|
2019
Q4 | $37K | Hold |
685
| – | – | 0.01% | 374 |
|
|
2019
Q3 | $38K | Hold |
685
| – | – | 0.01% | 360 |
|
|
2019
Q2 | $37K | Hold |
685
| – | – | 0.01% | 355 |
|
|
2019
Q1 | $36K | Hold |
685
| – | – | 0.01% | 375 |
|
|
2018
Q4 | $34K | Hold |
685
| – | – | 0.01% | 343 |
|
|
2018
Q3 | $35K | Hold |
685
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $35K | Buy |
+685
| New | +$35K | 0.01% | 362 |
|