LWA
Lowe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.2K | Buy |
945
+100
| +12% | +$4.78K | 0.02% | 148 |
|
|
2025
Q1 | $40.2K | Buy |
845
+80
| +10% | +$3.8K | 0.02% | 150 |
|
|
2024
Q4 | $35.8K | Sell |
765
-1,020
| -57% | -$47.7K | 0.02% | 151 |
|
|
2024
Q3 | $87.7K | Sell |
1,785
-400
| -18% | -$19.7K | 0.04% | 88 |
|
|
2024
Q2 | $102K | Sell |
2,185
-230
| -10% | -$10.8K | 0.05% | 74 |
|
|
2024
Q1 | $115K | Buy |
2,415
+50
| +2% | +$2.37K | 0.05% | 70 |
|
|
2023
Q4 | $114K | Sell |
2,365
-14,213
| -86% | -$684K | 0.06% | 71 |
|
|
2023
Q3 | $747K | Sell |
16,578
-3,662
| -18% | -$165K | 0.4% | 21 |
|
|
2023
Q2 | $955K | Sell |
20,240
-4,715
| -19% | -$222K | 0.48% | 21 |
|
|
2023
Q1 | $1.19M | Sell |
24,955
-3,669
| -13% | -$176K | 0.64% | 15 |
|
|
2022
Q4 | $1.33M | Sell |
28,624
-3,650
| -11% | -$169K | 0.73% | 16 |
|
|
2022
Q3 | $1.46M | Sell |
32,274
-1,041
| -3% | -$47.2K | 0.86% | 14 |
|
|
2022
Q2 | $1.61M | Sell |
33,315
-21,061
| -39% | -$1.02M | 0.88% | 12 |
|
|
2022
Q1 | $2.82M | Sell |
54,376
-10,422
| -16% | -$540K | 1.27% | 12 |
|
|
2021
Q4 | $3.63M | Sell |
64,798
-6,643
| -9% | -$372K | 1.6% | 11 |
|
|
2021
Q3 | $4.02M | Sell |
71,441
-4,433
| -6% | -$250K | 1.91% | 10 |
|
|
2021
Q2 | $4.31M | Sell |
75,874
-12,461
| -14% | -$708K | 2.07% | 10 |
|
|
2021
Q1 | $4.9M | Sell |
88,335
-8,772
| -9% | -$486K | 2.46% | 9 |
|
|
2020
Q4 | $5.68M | Buy |
97,107
+3,313
| +4% | +$194K | 2.89% | 9 |
|
|
2020
Q3 | $5.42M | Buy |
93,794
+10,112
| +12% | +$585K | 3.01% | 9 |
|
|
2020
Q2 | $4.84M | Buy |
+83,682
| New | +$4.84M | 2.85% | 11 |
|