GeoWealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $5.9M | Buy |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $969K | Sell |
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|
2022
Q3 | $907K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.97M | Sell |
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|
2019
Q3 | $2.32M | Buy |
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|
2019
Q2 | $1.48M | Buy |
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