Curi Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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2023
Q1 | $513K | Sell |
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|
2022
Q4 | $10.6M | Sell |
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2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $14.1M | Buy |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $12.8M | Buy |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $8.41M | Buy |
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|
2020
Q4 | $7.51M | Buy |
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