Householder Group Estate & Retirement Specialist’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,777
| Closed | -$1.07M | – | 1036 |
|
|
2024
Q3 | $1.07M | Sell |
6,777
-1,361
| -17% | -$214K | 0.31% | 72 |
|
|
2024
Q2 | $1.2M | Sell |
8,138
-1,471
| -15% | -$217K | 0.34% | 64 |
|
|
2024
Q1 | $1.4M | Sell |
9,609
-1,049
| -10% | -$153K | 0.42% | 45 |
|
|
2023
Q4 | $1.41M | Sell |
10,658
-833
| -7% | -$110K | 0.46% | 45 |
|
|
2023
Q3 | $1.39M | Buy |
+11,491
| New | +$1.39M | 0.5% | 42 |
|
|
2023
Q1 | $1.57M | Buy |
+13,544
| New | +$1.57M | 0.6% | 34 |
|
|
2022
Q4 | – | Sell |
-16,738
| Closed | -$1.7M | – | 926 |
|
|
2022
Q3 | $1.7M | Sell |
16,738
-1,313
| -7% | -$133K | 0.7% | 24 |
|
|
2022
Q2 | $1.95M | Sell |
18,051
-1,823
| -9% | -$197K | 0.87% | 21 |
|
|
2022
Q1 | $2.48M | Sell |
19,874
-2,076
| -9% | -$259K | 1% | 21 |
|
|
2021
Q4 | $2.87M | Buy |
+21,950
| New | +$2.87M | 1.07% | 20 |
|