Key Financial Inc’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 | $410K | Buy |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $181K | Hold |
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|
2022
Q3 | $181K | Hold |
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|
2022
Q2 | $196K | Buy |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14K | Hold |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10K | Buy |
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