Bernardo Wealth Planning’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 | $1.29M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $923K | Buy |
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|
2023
Q2 | $877K | Sell |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $802K | Sell |
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|
2022
Q1 | $975K | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $967K | Sell |
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|
2021
Q2 | $980K | Sell |
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|
2021
Q1 | $986K | Sell |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $908K | Sell |
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|
2020
Q2 | $3.71M | Sell |
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|
2020
Q1 | $3.75M | Buy |
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|
2019
Q4 | $4.01M | Buy |
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