Frontier Wealth Management’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
2022
Q2
Sell
-1,690
Closed -$220K 421
2022
Q1
$220K Hold
1,690
﹤0.01% 364
2021
Q4
$246K Hold
1,690
0.02% 359
2021
Q3
$223K Sell
1,690
-30
-2% -$3.96K 0.02% 383
2021
Q2
$229K Hold
1,720
0.02% 382
2021
Q1
$209K Buy
+1,720
New +$209K 0.02% 359