SWM
Sugarloaf Wealth Management’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
Q4 | $2.23M | Sell |
47,560
-1,899
| -4% | -$88.9K | 0.42% | 36 |
|
|
2024
Q3 | $2.43M | Buy |
49,459
+941
| +2% | +$46.3K | 0.46% | 34 |
|
|
2024
Q2 | $2.27M | Buy |
48,518
+8,566
| +21% | +$401K | 0.46% | 35 |
|
|
2024
Q1 | $1.9M | Buy |
39,952
+3,202
| +9% | +$152K | 0.39% | 37 |
|
|
2023
Q4 | $1.77M | Sell |
36,750
-9,588
| -21% | -$461K | 0.43% | 36 |
|
|
2023
Q3 | $2.09M | Sell |
46,338
-2,168
| -4% | -$97.7K | 0.53% | 37 |
|
|
2023
Q2 | $2.29M | Buy |
48,506
+20,042
| +70% | +$946K | 0.54% | 34 |
|
|
2023
Q1 | $1.36M | Buy |
+28,464
| New | +$1.36M | 0.33% | 42 |
|