LWM
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Laidlaw Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Laidlaw Wealth Management’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,936
Closed -$334K – 412
2021
Q3 		$334K Sell
5,936
-845
-12% -$48.3K 0.09% 182
2021
Q2 		$386K Sell
6,781
-870
-11% -$48.8K 0.1% 174
2021
Q1 		$424K Sell
7,651
-5,937
-44% -$336K 0.14% 140
2020
Q4 		$795K Sell
13,588
-21,377
-61% -$1.24M 0.17% 145
2020
Q3 		$2.02M Sell
34,965
-3,101
-8% -$181K 0.9% 27
2020
Q2 		$2.2M Sell
38,066
-2,029
-5% -$115K 1.15% 17
2020
Q1 		$2.21M Buy
+40,095
New +$2.2M 1.45% 13

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Bank of America
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B
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HighTower Advisors
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LRWA
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SIAM
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return