Lantern Wealth Advisors’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 | $1.42M | Buy |
+7,754
| New | +$1.42M | 0.84% | 34 |
|
|
2024
Q4 | $1.09M | Buy |
6,120
+1,618
| +36% | +$288K | 0.71% | 40 |
|
|
2024
Q3 | $807K | Buy |
4,502
+370
| +9% | +$66.4K | 0.56% | 49 |
|
|
2024
Q2 | $706K | Buy |
4,132
+499
| +14% | +$85.2K | 0.51% | 49 |
|
|
2024
Q1 | $597K | Buy |
3,633
+649
| +22% | +$107K | 0.42% | 59 |
|
|
2023
Q4 | $439K | Buy |
+2,984
| New | +$439K | 0.34% | 72 |
|