Geller 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
Q4 | $549K | Hold |
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|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $453K | Hold |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $415K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.11M | Hold |
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|
2017
Q3 | $1.03M | Hold |
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|
2017
Q2 | $992K | Buy |
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