Janiczek Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-76
| Closed | -$9K | – | 1036 |
|
|
2022
Q2 | $9K | Hold |
76
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $10K | Hold |
76
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $11K | Hold |
76
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $10K | Buy |
+76
| New | +$10K | ﹤0.01% | 570 |
|
|
2021
Q2 | – | Sell |
-169
| Closed | -$21K | – | 929 |
|
|
2021
Q1 | $21K | Buy |
+169
| New | +$21K | 0.01% | 399 |
|
|
2019
Q1 | – | Sell |
-3,466
| Closed | -$266K | – | 176 |
|
|
2018
Q4 | $266K | Buy |
+3,466
| New | +$266K | 0.14% | 34 |
|