Golden State Wealth Management’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1K | Hold |
154
| – | – | ﹤0.01% | 825 |
|
|
2025
Q1 | $24.1K | Hold |
154
| – | – | ﹤0.01% | 761 |
|
|
2024
Q4 | $23.8K | Buy |
+154
| New | +$23.8K | ﹤0.01% | 729 |
|
|
2020
Q2 | – | Sell |
-301
| Closed | -$23K | – | 713 |
|
|
2020
Q1 | $23K | Buy |
+301
| New | +$23K | 0.01% | 483 |
|
|
2019
Q4 | – | Sell |
-147
| Closed | -$13K | – | 706 |
|
|
2019
Q3 | $13K | Sell |
147
-2,770
| -95% | -$245K | ﹤0.01% | 697 |
|
|
2019
Q2 | $251K | Buy |
2,917
+41
| +1% | +$3.53K | 0.08% | 193 |
|
|
2019
Q1 | $239K | Buy |
+2,876
| New | +$239K | 0.08% | 203 |
|