Fairhaven Wealth Management’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
2024
Q4
$408K Hold
2024
Q3
$411K Hold
2024
Q2
$391K Sell
2024
Q1
$378K Buy
2023
Q4
$337K Buy
2023
Q3
$277K Hold
2023
Q2
$284K Buy
2022
Q4
$240K Buy
2022
Q1
Sell
2021
Q4
$207K Buy