KCS Wealth Advisory’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
Q1 | – | Sell |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $3.49M | Buy |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | $3.28M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.47M | Buy |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $274K | Buy |
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