J.W. Cole Advisors’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 | $306K | Hold |
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|
2025
Q2 | $291K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $237K | Buy |
|