Cypress Wealth Services’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 | $23.2M | Sell |
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|
2025
Q2 | $24.2M | Buy |
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|
2025
Q1 | $21.5M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $18.7M | Sell |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $16.5M | Sell |
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|
2023
Q4 | $15.8M | Buy |
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|
2023
Q3 | $12.4M | Sell |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $8.71M | Buy |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $872K | Sell |
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|
2020
Q1 | $4.35M | Buy |
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|
2019
Q4 | $2.46M | Buy |
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