Golden State Wealth Management’s American Century US Quality Value ETF VALQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,840
| Closed | -$560K | – | 417 |
|
|
2020
Q3 | $560K | Buy |
14,840
+7,420
| +100% | +$280K | 0.19% | 90 |
|
|
2020
Q2 | $268K | Hold |
7,420
| – | – | 0.09% | 151 |
|
|
2020
Q1 | $233K | Buy |
+7,420
| New | +$233K | 0.1% | 137 |
|
|
2019
Q4 | – | Sell |
-14,840
| Closed | -$604K | – | 880 |
|
|
2019
Q3 | $604K | Buy |
+14,840
| New | +$604K | 0.2% | 91 |
|