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