AWMS
Advocacy Wealth Management Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,440
| Closed | -$1.01M | – | 58 |
|
|
2024
Q3 | $1.01M | Hold |
24,440
| – | – | 0.08% | 39 |
|
|
2024
Q2 | $954K | Hold |
24,440
| – | – | 0.08% | 40 |
|
|
2024
Q1 | $969K | Buy |
24,440
+556
| +2% | +$22.1K | 0.08% | 45 |
|
|
2023
Q4 | $897K | Sell |
23,884
-7,626
| -24% | -$286K | 0.09% | 43 |
|
|
2023
Q3 | $1.06M | Hold |
31,510
| – | – | 0.12% | 26 |
|
|
2023
Q2 | $1.12M | Buy |
31,510
+2,048
| +7% | +$72.9K | 0.13% | 25 |
|
|
2023
Q1 | $1.04M | Buy |
29,462
+5,177
| +21% | +$183K | 0.13% | 25 |
|
|
2022
Q4 | $787K | Buy |
+24,285
| New | +$787K | 0.1% | 29 |
|