OWA
Outlook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,992
| Closed | -$1.17M | – | 199 |
|
|
2020
Q4 | $1.17M | Buy |
19,992
+6,026
| +43% | +$353K | 0.43% | 64 |
|
|
2020
Q3 | $808K | Sell |
13,966
-956
| -6% | -$55.3K | 0.32% | 65 |
|
|
2020
Q2 | $863K | Sell |
14,922
-309
| -2% | -$17.9K | 0.37% | 64 |
|
|
2020
Q1 | $840K | Buy |
+15,231
| New | +$840K | 0.47% | 53 |
|