Elevate Wealth Advisory’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
3,018
+90
| +3% | +$16.5K | 0.39% | 42 |
|
|
2025
Q1 | $500K | Buy |
2,928
+115
| +4% | +$19.7K | 0.35% | 48 |
|
|
2024
Q4 | $501K | Buy |
2,813
+724
| +35% | +$129K | 0.38% | 43 |
|
|
2024
Q3 | $375K | Buy |
2,089
+86
| +4% | +$15.4K | 0.28% | 47 |
|
|
2024
Q2 | $342K | Buy |
2,003
+22
| +1% | +$3.76K | 0.28% | 46 |
|
|
2024
Q1 | $326K | Buy |
1,981
+68
| +4% | +$11.2K | 0.28% | 43 |
|
|
2023
Q4 | $282K | Buy |
+1,913
| New | +$282K | 0.26% | 45 |
|