GoalVest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Buy |
+359
| New | +$65.6K | 0.02% | 189 |
|
|
2025
Q1 | – | Sell |
-38
| Closed | -$6.77K | – | 532 |
|
|
2024
Q4 | $6.77K | Sell |
38
-63
| -62% | -$11.2K | ﹤0.01% | 296 |
|
|
2024
Q3 | $18.1K | Hold |
101
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $17.2K | Hold |
101
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $16.6K | Hold |
101
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $14.9K | Hold |
101
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $13.3K | Buy |
+101
| New | +$13.3K | 0.01% | 245 |
|