Baldwin Wealth Partners’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 | $203K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $187K | Hold |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $205K | Hold |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $174K | Hold |
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|
2022
Q3 | $159K | Hold |
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|
2022
Q2 | $171K | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $186K | Buy |
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|
2020
Q4 | $138K | Hold |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $114K | Hold |
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|
2020
Q1 | $96K | Sell |
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|
2019
Q4 | $133K | Hold |
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|
2019
Q3 | $122K | Hold |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $117K | Hold |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $119K | Buy |
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|
2018
Q2 | $105K | Hold |
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|
2018
Q1 | $105K | Hold |
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|
2017
Q4 | $105K | Buy |
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|
2017
Q3 | $20K | Buy |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $11K | Buy |
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