Anchor Investment Management’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
Q2 | $567K | Hold |
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2025
Q1 | $530K | Hold |
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|
2024
Q4 | $552K | Hold |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $650K | Sell |
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|
2023
Q4 | $611K | Hold |
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|
2023
Q3 | $547K | Hold |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $75.5K | Hold |
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|
2021
Q2 | $76.1K | Hold |
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|
2021
Q1 | $69.8K | Hold |
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|
2020
Q4 | $66.6K | Hold |
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|
2020
Q3 | $59.4K | Buy |
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