Amplius Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $830K | Sell |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $2.34M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $6.33M | Buy |
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|
2021
Q4 | $5.17M | Buy |
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