Clear Perspectives Financial Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clear Perspectives Financial Planning’s Portfolio QUAL Stock Details QUAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$2.85K	Hold
2022 Q3	$3K	Hold
2022 Q2	$3K	Hold
2022 Q1	$3K	Sell
2021 Q4	$115K	Hold
2021 Q3	$104K	Buy
2021 Q2	$85K	Sell
2021 Q1	$300K	Sell
2020 Q4	$322K	Buy