Future Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-360
| Closed | -$64.5K | – | 465 |
|
|
2024
Q3 | $64.5K | Buy |
+360
| New | +$64.5K | 0.05% | 224 |
|
|
2024
Q2 | – | Sell |
-360
| Closed | -$59.2K | – | 366 |
|
|
2024
Q1 | $59.2K | Buy |
+360
| New | +$59.2K | 0.05% | 241 |
|
|
2022
Q2 | – | Sell |
-560
| Closed | -$75K | – | 396 |
|
|
2022
Q1 | $75K | Sell |
560
-185
| -25% | -$24.8K | 0.06% | 222 |
|
|
2021
Q4 | $108K | Buy |
+745
| New | +$108K | 0.09% | 182 |
|
|
2021
Q1 | – | Sell |
-2,705
| Closed | -$314K | – | 120 |
|
|
2020
Q4 | $314K | Buy |
+2,705
| New | +$314K | 0.36% | 81 |
|