Heritage Wealth Management (Arizona)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$450K	Sell
2024 Q1	$433K	Sell
2023 Q4	$392K	Buy
2022 Q4	$1.13M	Buy
2022 Q3	$546K	Sell
2022 Q2	$679K	Sell
2022 Q1	$887K	Buy
2021 Q3	$891K	Sell
2021 Q2	$1.12M	Sell
2021 Q1	$1.15M	Buy