LIA
LBMC Investment Advisors’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
12,367
+62
| +0.5% | +$10.1K | 0.14% | 61 |
|
|
2025
Q1 | $1.93M | Hold |
12,305
| – | – | 0.15% | 61 |
|
|
2024
Q4 | $1.91M | Buy |
12,305
+86
| +0.7% | +$13.3K | 0.15% | 56 |
|
|
2024
Q3 | $1.93M | Sell |
12,219
-1,320
| -10% | -$208K | 0.15% | 55 |
|
|
2024
Q2 | $2M | Buy |
13,539
+75
| +0.6% | +$11.1K | 0.17% | 52 |
|
|
2024
Q1 | $1.96M | Buy |
13,464
+3,680
| +38% | +$536K | 0.17% | 51 |
|
|
2023
Q4 | $1.29M | Buy |
9,784
+68
| +0.7% | +$8.98K | 0.12% | 50 |
|
|
2023
Q3 | $1.16M | Hold |
9,716
| – | – | 0.12% | 51 |
|
|
2023
Q2 | $1.19M | Buy |
9,716
+54
| +0.6% | +$6.64K | 0.12% | 53 |
|
|
2023
Q1 | $1.12M | Hold |
9,662
| – | – | 0.11% | 54 |
|
|
2022
Q4 | $1.07M | Sell |
9,662
-1,422
| -13% | -$157K | 0.11% | 51 |
|
|
2022
Q3 | $1.13M | Buy |
11,084
+7,310
| +194% | +$743K | 0.13% | 46 |
|
|
2022
Q2 | $408K | Hold |
3,774
| – | – | 0.04% | 92 |
|
|
2022
Q1 | $470K | Hold |
3,774
| – | – | 0.04% | 97 |
|
|
2021
Q4 | $493K | Sell |
3,774
-3,156
| -46% | -$412K | 0.04% | 94 |
|
|
2021
Q3 | $450 | Buy |
6,930
+1,715
| +33% | +$111 | 0.04% | 94 |
|
|
2021
Q2 | $623K | Buy |
+5,215
| New | +$623K | 0.06% | 77 |
|