AE Wealth Management’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.1K | Buy |
565
+157
| +38% | +$25.6K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $63.9K | Buy |
408
+360
| +750% | +$56.4K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $7.43K | Buy |
+48
| New | +$7.43K | ﹤0.01% | 1870 |
|
|
2020
Q4 | – | Sell |
-2,431
| Closed | -$230K | – | 1393 |
|
|
2020
Q3 | $230K | Sell |
2,431
-123,762
| -98% | -$11.7M | ﹤0.01% | 1133 |
|
|
2020
Q2 | $11.1M | Buy |
+126,193
| New | +$11.1M | 0.17% | 130 |
|
|
2020
Q1 | – | Sell |
-34,431
| Closed | -$3.26M | – | 1237 |
|
|
2019
Q4 | $3.26M | Buy |
+34,431
| New | +$3.26M | 0.07% | 247 |
|