Lake Street Private Wealth’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 | $1.21M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $217K | Buy |
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