Hochman Cole Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $894K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $840K | Buy |
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|
2020
Q3 | $732K | Buy |
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|
2020
Q2 | $583K | Buy |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $315K | Sell |
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|
2019
Q3 | $342K | Hold |
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|
2019
Q2 | $338K | Buy |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $330K | Buy |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | $268K | Buy |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | $208K | Buy |
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