LWM
Laidlaw Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,936
| Closed | -$334K | – | 412 |
|
|
2021
Q3 | $334K | Sell |
5,936
-845
| -12% | -$47.5K | 0.09% | 182 |
|
|
2021
Q2 | $386K | Sell |
6,781
-870
| -11% | -$49.5K | 0.1% | 174 |
|
|
2021
Q1 | $424K | Sell |
7,651
-5,937
| -44% | -$329K | 0.14% | 140 |
|
|
2020
Q4 | $795K | Sell |
13,588
-21,377
| -61% | -$1.25M | 0.17% | 145 |
|
|
2020
Q3 | $2.02M | Sell |
34,965
-3,101
| -8% | -$179K | 0.9% | 27 |
|
|
2020
Q2 | $2.2M | Sell |
38,066
-2,029
| -5% | -$117K | 1.15% | 17 |
|
|
2020
Q1 | $2.21M | Buy |
+40,095
| New | +$2.21M | 1.45% | 13 |
|