RWA
Roberts Wealth Advisors’s Qualys QLYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
3,200
-500
| -14% | -$71.4K | 0.13% | 76 |
|
|
2025
Q1 | $466K | Hold |
3,700
| – | – | 0.14% | 79 |
|
|
2024
Q4 | $503K | Hold |
3,700
| – | – | 0.15% | 73 |
|
|
2024
Q3 | $454K | Hold |
3,700
| – | – | 0.15% | 76 |
|
|
2024
Q2 | $516K | Sell |
3,700
-1,626
| -31% | -$227K | 0.18% | 68 |
|
|
2024
Q1 | $863K | Buy |
+5,326
| New | +$863K | 0.32% | 63 |
|
|
2023
Q4 | – | Sell |
-5,826
| Closed | -$946K | – | 75 |
|
|
2023
Q3 | $946K | Hold |
5,826
| – | – | 0.42% | 59 |
|
|
2023
Q2 | $753K | Hold |
5,826
| – | – | 0.33% | 61 |
|
|
2023
Q1 | $746K | Hold |
5,826
| – | – | 0.34% | 61 |
|
|
2022
Q4 | $650K | Hold |
5,826
| – | – | 0.31% | 67 |
|
|
2022
Q3 | $839K | Hold |
5,826
| – | – | 0.41% | 58 |
|
|
2022
Q2 | $771K | Sell |
5,826
-1,424
| -20% | -$188K | 0.34% | 68 |
|
|
2022
Q1 | $1.02M | Hold |
7,250
| – | – | 0.4% | 67 |
|
|
2021
Q4 | $991K | Sell |
7,250
-182
| -2% | -$24.9K | 0.36% | 69 |
|
|
2021
Q3 | $827K | Buy |
+7,432
| New | +$827K | 0.33% | 67 |
|