Long Run Wealth Advisors’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
2022
Q4
Sell
-8,024
Closed -$364K 97
2022
Q3
$364K Sell
8,024
-257,669
-97% -$11.7M 0.14% 75
2022
Q2
$12.8M Buy
265,693
+890
+0.3% +$43K 4.97% 3
2022
Q1
$13.7M Sell
264,803
-57,216
-18% -$2.96M 4.79% 3
2021
Q4
$18M Buy
+322,019
New +$18M 6.27% 3