EverSource Wealth Advisors’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,258
| Closed | -$195K | – | 4159 |
|
|
2024
Q4 | $195K | Buy |
+1,258
| New | +$195K | 0.01% | 665 |
|
|
2023
Q1 | – | Sell |
-71
| Closed | -$7.83K | – | 2507 |
|
|
2022
Q4 | $7.83K | Hold |
71
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q3 | $7K | Hold |
71
| – | – | ﹤0.01% | 1255 |
|
|
2022
Q2 | $8K | Hold |
71
| – | – | ﹤0.01% | 1124 |
|
|
2022
Q1 | $9K | Hold |
71
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q4 | $9K | Buy |
+71
| New | +$9K | ﹤0.01% | 1013 |
|