HCIA
Hochman Cole Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $894K | Sell |
6,788
-790
| -10% | -$104K | 0.35% | 54 |
|
|
2021
Q2 | $1.01M | Sell |
7,578
-86
| -1% | -$11.4K | 0.4% | 48 |
|
|
2021
Q1 | $933K | Buy |
7,664
+437
| +6% | +$53.2K | 0.39% | 45 |
|
|
2020
Q4 | $840K | Buy |
7,227
+170
| +2% | +$19.8K | 0.36% | 48 |
|
|
2020
Q3 | $732K | Buy |
7,057
+982
| +16% | +$102K | 0.36% | 50 |
|
|
2020
Q2 | $583K | Buy |
6,075
+3,155
| +108% | +$303K | 0.32% | 57 |
|
|
2020
Q1 | $237K | Sell |
2,920
-200
| -6% | -$16.2K | 0.16% | 90 |
|
|
2019
Q4 | $315K | Sell |
3,120
-576
| -16% | -$58.2K | 0.17% | 88 |
|
|
2019
Q3 | $342K | Hold |
3,696
| – | – | 0.21% | 81 |
|
|
2019
Q2 | $338K | Buy |
3,696
+3
| +0.1% | +$274 | 0.2% | 85 |
|
|
2019
Q1 | $327K | Sell |
3,693
-608
| -14% | -$53.8K | 0.19% | 86 |
|
|
2018
Q4 | $330K | Buy |
4,301
+386
| +10% | +$29.6K | 0.23% | 78 |
|
|
2018
Q3 | $354K | Buy |
3,915
+706
| +22% | +$63.8K | 0.22% | 72 |
|
|
2018
Q2 | $268K | Buy |
3,209
+700
| +28% | +$58.5K | 0.18% | 88 |
|
|
2018
Q1 | $208K | Buy |
2,509
+4
| +0.2% | +$332 | 0.15% | 94 |
|
|
2017
Q4 | $208K | Buy |
+2,505
| New | +$208K | 0.13% | 96 |
|