Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2K | Sell |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $777K | Sell |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $801K | Sell |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q1 | $972K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $883K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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