PFWA
Paces Ferry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,639
| Closed | -$223K | – | 114 |
|
|
2023
Q4 | $223K | Buy |
+4,639
| New | +$223K | 0.16% | 99 |
|
|
2021
Q3 | – | Sell |
-4,050
| Closed | -$230K | – | 123 |
|
|
2021
Q2 | $230K | Buy |
+4,050
| New | +$230K | 0.18% | 116 |
|
|
2020
Q4 | – | Sell |
-2,146
| Closed | -$124K | – | 870 |
|
|
2020
Q3 | $124K | Buy |
+2,146
| New | +$124K | 0.11% | 139 |
|