Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-60
| Closed | -$7.44K | – | 171 |
|
|
2023
Q1 | $7.44K | Hold |
60
| – | – | ﹤0.01% | 134 |
|
|
2022
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 166 |
|
|
2022
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 155 |
|
|
2022
Q2 | $7K | Hold |
60
| – | – | 0.01% | 132 |
|
|
2022
Q1 | $8K | Hold |
60
| – | – | 0.01% | 132 |
|
|
2021
Q4 | $9K | Buy |
+60
| New | +$9K | 0.01% | 123 |
|