Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-300
| Closed | -$35K | – | 508 |
|
|
2020
Q4 | $35K | Buy |
+300
| New | +$35K | 0.01% | 203 |
|
|
2019
Q4 | – | Sell |
-48
| Closed | -$4K | – | 705 |
|
|
2019
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 435 |
|
|
2019
Q2 | $4K | Sell |
48
-601
| -93% | -$50.1K | ﹤0.01% | 473 |
|
|
2019
Q1 | $57K | Sell |
649
-1,802
| -74% | -$158K | 0.03% | 190 |
|
|
2018
Q4 | $188K | Buy |
+2,451
| New | +$188K | 0.11% | 135 |
|