Brandywine Oak Private Wealth’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
Q2 | $1.31M | Sell |
|
|||||
|
2025
Q1 | $1.29M | Buy |
|
|||||
|
2024
Q4 | $1.22M | Sell |
|
|||||
|
2024
Q3 | $1.28M | Buy |
|
|||||
|
2024
Q2 | $1.18M | Sell |
|
|||||
|
2024
Q1 | $1.18M | Sell |
|
|||||
|
2023
Q4 | $1.09M | Hold |
|
|||||
|
2023
Q3 | $981K | Buy |
|
|||||
|
2023
Q2 | $942K | Buy |
|
|||||
|
2023
Q1 | $609K | Buy |
|
|||||
|
2022
Q4 | $385K | Buy |
|
|||||
|
2022
Q3 | $348K | Sell |
|
|||||
|
2022
Q2 | $444K | Sell |
|
|||||
|
2022
Q1 | $544K | Buy |
|
|||||
|
2021
Q4 | $575K | Buy |
|
|||||
|
2021
Q3 | $493K | Hold |
|
|||||
|
2021
Q2 | $497K | Buy |
|
|||||
|
2021
Q1 | $394K | Sell |
|
|||||
|
2020
Q4 | $461K | Sell |
|
|||||
|
2020
Q3 | $438K | Buy |
|