Echo Wealth Management’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,775
| Closed | -$217K | – | 50 |
|
|
2022
Q1 | $217K | Sell |
1,775
-3
| -0.2% | -$367 | 0.26% | 50 |
|
|
2021
Q4 | $227K | Sell |
1,778
-37
| -2% | -$4.72K | 0.26% | 48 |
|
|
2021
Q3 | $220K | Sell |
1,815
-318
| -15% | -$38.5K | 0.26% | 49 |
|
|
2021
Q2 | $259K | Sell |
2,133
-4,443
| -68% | -$539K | 0.33% | 46 |
|
|
2021
Q1 | $730K | Sell |
6,576
-1,856
| -22% | -$206K | 0.92% | 25 |
|
|
2020
Q4 | $881K | Buy |
+8,432
| New | +$881K | 1.15% | 21 |
|