FinTrust Capital Advisors’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
Q3 | $387K | Sell |
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2024
Q2 | $443K | Sell |
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2024
Q1 | $461K | Sell |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $425K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $2.05M | Hold |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.88M | Hold |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $601K | Buy |
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|
2019
Q4 | $551K | Buy |
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