WealthPLAN Partners’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
2023
Q3
Sell
-381
Closed -$18K 939
2023
Q2
$18K Sell
381
-312
-45% -$14.7K ﹤0.01% 701
2023
Q1
$33.2K Buy
+693
New +$33.2K ﹤0.01% 628