Beacon Capital Management Inc (Ohio)’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10
| Closed | -$1.14K | – | 118 |
|
2022
Q4 | $1.14K | Buy |
+10
| New | +$1.14K | ﹤0.01% | 84 |
|
2021
Q4 | – | Sell |
-4
| Closed | -$1K | – | 82 |
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 84 |
|
2018
Q3 | – | Sell |
-1,378
| Closed | -$115K | – | 82 |
|
2018
Q2 | $115K | Buy |
+1,378
| New | +$115K | ﹤0.01% | 31 |
|