Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-210
| Closed | -$10.3K | – | 4121 |
|
|
2024
Q3 | $10.3K | Buy |
210
+2
| +1% | +$98 | ﹤0.01% | 2351 |
|
|
2024
Q2 | $9.68K | Sell |
208
-3,374
| -94% | -$157K | ﹤0.01% | 2099 |
|
|
2024
Q1 | $168K | Sell |
3,582
-108
| -3% | -$5.08K | 0.01% | 746 |
|
|
2023
Q4 | $178K | Buy |
3,690
+3,674
| +22,963% | +$177K | 0.01% | 588 |
|
|
2023
Q3 | $721 | Hold |
16
| – | – | ﹤0.01% | 2169 |
|
|
2023
Q2 | $755 | Buy |
+16
| New | +$755 | ﹤0.01% | 2045 |
|