Leading Edge Financial Planning’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 | $267K | Buy |
1,460
+120
| +9% | +$21.9K | 0.07% | 48 |
|
|
2025
Q1 | $229K | Hold |
1,340
| – | – | 0.07% | 52 |
|
|
2024
Q4 | $239K | Hold |
1,340
| – | – | 0.08% | 52 |
|
|
2024
Q3 | $240K | Sell |
1,340
-49
| -4% | -$8.79K | 0.08% | 47 |
|
|
2024
Q2 | $237K | Buy |
1,389
+45
| +3% | +$7.69K | 0.1% | 44 |
|
|
2024
Q1 | $221K | Sell |
1,344
-621
| -32% | -$102K | 0.1% | 44 |
|
|
2023
Q4 | $289K | Sell |
1,965
-2,916
| -60% | -$429K | 0.15% | 46 |
|
|
2023
Q3 | $643K | Sell |
4,881
-1,580
| -24% | -$208K | 0.41% | 34 |
|
|
2023
Q2 | $871K | Sell |
6,461
-154
| -2% | -$20.8K | 0.57% | 25 |
|
|
2023
Q1 | $821K | Buy |
6,615
+769
| +13% | +$95.4K | 0.59% | 28 |
|
|
2022
Q4 | $666K | Buy |
+5,846
| New | +$666K | 0.58% | 28 |
|