Kohmann Bosshard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
2,426
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $415K | Hold |
2,426
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $432K | Buy |
2,426
+38
| +2% | +$6.77K | 0.05% | 122 |
|
|
2024
Q3 | $428K | Hold |
2,388
| – | – | 0.05% | 126 |
|
|
2024
Q2 | $408K | Buy |
2,388
+25
| +1% | +$4.27K | 0.05% | 125 |
|
|
2024
Q1 | $388K | Hold |
2,363
| – | – | 0.05% | 133 |
|
|
2023
Q4 | $348K | Buy |
2,363
+241
| +11% | +$35.5K | 0.05% | 133 |
|
|
2023
Q3 | $280K | Sell |
2,122
-104
| -5% | -$13.7K | 0.05% | 142 |
|
|
2023
Q2 | $300K | Buy |
+2,226
| New | +$300K | 0.05% | 140 |
|