Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.3M | Sell |
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|
2023
Q2 | $28.8M | Buy |
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2023
Q1 | $23.3M | Buy |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $373K | Hold |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $8M | Buy |
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|
2019
Q4 | $9.82M | Buy |
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