Aevitas Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-356
| Closed | -$31K | – | 279 |
|
|
2019
Q1 | $31K | Hold |
356
| – | – | 0.03% | 218 |
|
|
2018
Q4 | $27K | Hold |
356
| – | – | 0.03% | 223 |
|
|
2018
Q3 | $32K | Hold |
356
| – | – | 0.03% | 238 |
|
|
2018
Q2 | $30K | Hold |
356
| – | – | 0.03% | 243 |
|
|
2018
Q1 | $29K | Hold |
356
| – | – | 0.03% | 222 |
|
|
2017
Q4 | $30K | Buy |
+356
| New | +$30K | 0.03% | 224 |
|