Concourse Financial Group Securities’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $24.4K | Sell |
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|
2024
Q3 | $54.8K | Buy |
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|
2024
Q2 | $31.7K | Buy |
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|
2024
Q1 | $28.3K | Hold |
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|
2023
Q4 | $25.6K | Buy |
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|
2023
Q3 | – | Hold |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $83K | Sell |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $125K | Buy |
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|
2019
Q3 | $32K | Sell |
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|
2019
Q2 | $105K | Buy |
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|
2019
Q1 | $79K | Buy |
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|
2018
Q4 | $64K | Buy |
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|
2018
Q3 | – | Hold |
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