Hibernia Wealth Partners’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
2024
Q4
Sell
-2,162
Closed -$388K 100
2024
Q3
$388K Sell
2,162
-13
-0.6% -$2.33K 0.12% 78
2024
Q2
$371K Buy
+2,175
New +$371K 0.13% 53
2023
Q4
Sell
-1,056
Closed -$139K 265
2023
Q3
$139K Buy
+1,056
New +$139K 0.11% 67