Atlas Private Wealth Advisors’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 | $287K | Buy |
1,570
+30
| +2% | +$5.48K | 0.04% | 164 |
|
|
2025
Q1 | $263K | Buy |
1,540
+12
| +0.8% | +$2.05K | 0.04% | 156 |
|
|
2024
Q4 | $272K | Buy |
1,528
+2
| +0.1% | +$356 | 0.04% | 141 |
|
|
2024
Q3 | $274K | Buy |
1,526
+68
| +5% | +$12.2K | 0.04% | 133 |
|
|
2024
Q2 | $249K | Buy |
+1,458
| New | +$249K | 0.04% | 136 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$2K | – | 580 |
|
|
2021
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 677 |
|