Guardian Wealth Advisors (North Carolina)’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 | $6.56M | Buy |
35,883
+187
| +0.5% | +$34.2K | 0.46% | 39 |
|
|
2025
Q1 | $6.1M | Buy |
35,696
+470
| +1% | +$80.3K | 0.49% | 37 |
|
|
2024
Q4 | $6.27M | Buy |
35,226
+35,218
| +440,225% | +$6.27M | 0.49% | 38 |
|
|
2024
Q3 | $1.43K | Hold |
8
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $1.37K | Hold |
8
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $1.32K | Hold |
8
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $1.18K | Hold |
8
| – | – | ﹤0.01% | 422 |
|
|
2023
Q3 | $1.06K | Hold |
8
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $1.08K | Hold |
8
| – | – | ﹤0.01% | 399 |
|
|
2023
Q1 | $993 | Hold |
8
| – | – | ﹤0.01% | 393 |
|
|
2022
Q4 | $912 | Buy |
+8
| New | +$912 | ﹤0.01% | 360 |
|