Householder Group Estate & Retirement Specialist’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 |
-76
| Closed | -$3K | – | 1027 |
|
|
2024
Q3 | $3K | Buy |
76
+1
| +1% | +$39 | ﹤0.01% | 1001 |
|
|
2024
Q2 | $3K | Buy |
75
+1
| +1% | +$40 | ﹤0.01% | 1031 |
|
|
2024
Q1 | $3.56K | Hold |
74
| – | – | ﹤0.01% | 979 |
|
|
2023
Q4 | $3K | Sell |
74
-888
| -92% | -$36K | ﹤0.01% | 961 |
|
|
2023
Q3 | $43.4K | Buy |
+962
| New | +$43.4K | 0.02% | 471 |
|
|
2023
Q1 | $45K | Buy |
+946
| New | +$45K | 0.02% | 465 |
|
|
2022
Q4 | – | Sell |
-931
| Closed | -$42K | – | 916 |
|
|
2022
Q3 | $42K | Buy |
+931
| New | +$42K | 0.02% | 434 |
|