Pinnacle Private Wealth’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
Q2
$385K Sell
7,980
-2,100
-21% -$101K 0.15% 161
2022
Q1
$522K Sell
10,080
-1,480
-13% -$76.6K 0.16% 144
2021
Q4
$648K Buy
+11,560
New +$648K 0.2% 120