DWM
Dechtman Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-547,949
| Closed | -$22.7M | – | 67 |
|
|
2024
Q3 | $22.7M | Sell |
547,949
-58,963
| -10% | -$2.45M | 4.65% | 7 |
|
|
2024
Q2 | $23.7M | Buy |
606,912
+9,842
| +2% | +$384K | 5.3% | 7 |
|
|
2024
Q1 | $23.7M | Sell |
597,070
-29,504
| -5% | -$1.17M | 5.52% | 6 |
|
|
2023
Q4 | $23.5M | Sell |
626,574
-44,822
| -7% | -$1.68M | 6.19% | 6 |
|
|
2023
Q3 | $22.6M | Buy |
671,396
+61,014
| +10% | +$2.05M | 6.68% | 5 |
|
|
2023
Q2 | $21.7M | Buy |
+610,382
| New | +$21.7M | 6.47% | 7 |
|