Integrated Wealth Concepts’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $296K | Sell |
|
|||||
|
2025
Q2 | $307K | Sell |
|
|||||
|
2025
Q1 | $322K | Sell |
|
|||||
|
2024
Q4 | $343K | Sell |
|
|||||
|
2024
Q3 | $356K | Buy |
|
|||||
|
2024
Q2 | $274K | Sell |
|
|||||
|
2024
Q1 | $273K | Sell |
|
|||||
|
2023
Q4 | $254K | Sell |
|
|||||
|
2023
Q3 | $238K | Hold |
|
|||||
|
2023
Q2 | $243K | Buy |
|
|||||
|
2023
Q1 | $228K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $202K | Sell |
|
|||||
|
2022
Q1 | $519K | Sell |
|
|||||
|
2021
Q4 | $764K | Sell |
|
|||||
|
2021
Q3 | $797K | Buy |
|