GWP
Gateway Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
29,967
+4,845
| +19% | +$886K | 1.04% | 25 |
|
|
2025
Q1 | $4.29M | Buy |
25,122
+1,939
| +8% | +$331K | 0.96% | 25 |
|
|
2024
Q4 | $4.13M | Buy |
23,183
+1,237
| +6% | +$220K | 1.07% | 23 |
|
|
2024
Q3 | $3.93M | Buy |
21,946
+2,260
| +11% | +$405K | 1.08% | 21 |
|
|
2024
Q2 | $3.36M | Buy |
19,686
+1,998
| +11% | +$341K | 1.02% | 22 |
|
|
2024
Q1 | $2.91M | Buy |
17,688
+533
| +3% | +$87.6K | 1.04% | 23 |
|
|
2023
Q4 | $2.52M | Buy |
17,155
+2,311
| +16% | +$340K | 1.02% | 23 |
|
|
2023
Q3 | $1.96M | Sell |
14,844
-2,174
| -13% | -$287K | 0.35% | 57 |
|
|
2023
Q2 | $2.3M | Sell |
17,018
-500
| -3% | -$67.4K | 0.41% | 53 |
|
|
2023
Q1 | $2.17M | Buy |
+17,518
| New | +$2.17M | 0.33% | 52 |
|