Baldwin Wealth Partners’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-176
| Closed | -$27.7K | – | 824 |
|
|
2024
Q3 | $27.7K | Hold |
176
| – | – | ﹤0.01% | 648 |
|
|
2024
Q2 | $26K | Hold |
176
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $25.6K | Hold |
176
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $23.3K | Hold |
176
| – | – | ﹤0.01% | 482 |
|
|
2023
Q3 | $21.2K | Hold |
176
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $21.6K | Buy |
+176
| New | +$21.6K | ﹤0.01% | 524 |
|