JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $731K | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $67.1K | Sell |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $63.1K | Hold |
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|
2022
Q4 | $58K | Sell |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $70K | Hold |
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|
2022
Q1 | $85K | Buy |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Buy |
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