Legacy Capital Wealth Partners’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 | $303K | Sell |
1,655
-1,398
| -46% | -$256K | 0.07% | 300 |
|
|
2025
Q1 | $520K | Buy |
3,053
+1,433
| +88% | +$244K | 0.13% | 176 |
|
|
2024
Q4 | $289K | Sell |
1,620
-126
| -7% | -$22.4K | 0.07% | 279 |
|
|
2024
Q3 | $312K | Buy |
+1,746
| New | +$312K | 0.06% | 267 |
|
|
2022
Q4 | – | Sell |
-59,689
| Closed | -$6.2M | – | 62 |
|
|
2022
Q3 | $6.2M | Buy |
59,689
+40
| +0.1% | +$4.16K | 3.29% | 10 |
|
|
2022
Q2 | $6.67M | Sell |
59,649
-184
| -0.3% | -$20.6K | 3.35% | 11 |
|
|
2022
Q1 | $8.06M | Buy |
+59,833
| New | +$8.06M | 3.46% | 10 |
|