ORG Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,781
| Closed | -$83.3K | – | 1565 |
|
|
2024
Q4 | $83.3K | Buy |
1,781
+152
| +9% | +$7.11K | 0.01% | 462 |
|
|
2024
Q3 | $80.1K | Sell |
1,629
-102
| -6% | -$5.01K | 0.01% | 428 |
|
|
2024
Q2 | $80.5K | Buy |
+1,731
| New | +$80.5K | 0.01% | 666 |
|
|
2024
Q1 | – | Sell |
-4,238
| Closed | -$204K | – | 964 |
|
|
2023
Q4 | $204K | Buy |
+4,238
| New | +$204K | 0.03% | 291 |
|