Axim Planning & Wealth’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 | $661K | Buy |
+3,614
| New | +$661K | 0.6% | 14 |
|
|
2025
Q1 | – | Sell |
-4,227
| Closed | -$753K | – | 56 |
|
|
2024
Q4 | $753K | Buy |
4,227
+1,373
| +48% | +$245K | 0.8% | 6 |
|
|
2024
Q3 | $512K | Buy |
2,854
+725
| +34% | +$130K | 0.58% | 8 |
|
|
2024
Q2 | $364K | Buy |
2,129
+129
| +6% | +$22K | 0.44% | 9 |
|
|
2024
Q1 | $329K | Buy |
+2,000
| New | +$329K | 0.27% | 13 |
|
|
2022
Q4 | – | Sell |
-144
| Closed | -$15K | – | 137 |
|
|
2022
Q3 | $15K | Sell |
144
-16
| -10% | -$1.67K | 0.01% | 97 |
|
|
2022
Q2 | $18K | Buy |
+160
| New | +$18K | 0.01% | 72 |
|