IFP Advisors’s SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,997
| Closed | -$247K | – | 4623 |
|
|
2024
Q4 | $247K | Hold |
1,997
| – | – | 0.01% | 1038 |
|
|
2024
Q3 | $257K | Hold |
1,997
| – | – | 0.01% | 974 |
|
|
2024
Q2 | $240K | Hold |
1,997
| – | – | 0.01% | 952 |
|
|
2024
Q1 | $239K | Hold |
1,997
| – | – | 0.01% | 913 |
|
|
2023
Q4 | $220K | Hold |
1,997
| – | – | 0.01% | 906 |
|
|
2023
Q3 | $202K | Buy |
+1,997
| New | +$202K | 0.01% | 958 |
|
|
2023
Q1 | – | Sell |
-48
| Closed | -$4K | – | 4211 |
|
|
2022
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 3928 |
|
|
2022
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 4149 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 3912 |
|
|
2022
Q1 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 3912 |
|