Wealthcare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,469
| Closed | -$857K | – | 536 |
|
|
2021
Q1 | $857K | Buy |
15,469
+703
| +5% | +$38.9K | 0.09% | 33 |
|
|
2020
Q4 | $864K | Buy |
14,766
+1,775
| +14% | +$104K | 0.09% | 32 |
|
|
2020
Q3 | $751K | Buy |
12,991
+1,901
| +17% | +$110K | 0.09% | 31 |
|
|
2020
Q2 | $641K | Buy |
11,090
+4,516
| +69% | +$261K | 0.08% | 29 |
|
|
2020
Q1 | $362K | Buy |
+6,574
| New | +$362K | 0.05% | 39 |
|