Gen-Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.42M | Buy |
40,605
+2,685
| +7% | +$491K | 2.87% | 5 |
|
2025
Q1 | $6.48M | Buy |
37,920
+2,464
| +7% | +$421K | 2.71% | 4 |
|
2024
Q4 | $6.31M | Buy |
35,456
+1,314
| +4% | +$234K | 2.71% | 5 |
|
2024
Q3 | $6.13M | Buy |
34,142
+1,592
| +5% | +$286K | 2.68% | 5 |
|
2024
Q2 | $5.56M | Buy |
32,550
+221
| +0.7% | +$37.7K | 2.69% | 5 |
|
2024
Q1 | $5.31M | Buy |
+32,329
| New | +$5.31M | 2.63% | 3 |
|