Altus Wealth Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $921K | Buy |
5,040
+151
| +3% | +$27.6K | 0.41% | 50 |
|
2025
Q1 | $836K | Sell |
4,889
-12
| -0.2% | -$2.05K | 0.39% | 51 |
|
2024
Q4 | $873K | Sell |
4,901
-112
| -2% | -$19.9K | 0.39% | 55 |
|
2024
Q3 | $899K | Sell |
5,013
-280
| -5% | -$50.2K | 0.38% | 58 |
|
2024
Q2 | $904K | Buy |
5,293
+388
| +8% | +$66.3K | 0.45% | 52 |
|
2024
Q1 | $806K | Buy |
+4,905
| New | +$806K | 0.4% | 59 |
|