Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-346
| Closed | -$36K | – | 166 |
|
|
2022
Q3 | $36K | Hold |
346
| – | – | 0.01% | 134 |
|
|
2022
Q2 | $39K | Buy |
+346
| New | +$39K | 0.01% | 137 |
|
|
2021
Q4 | – | Sell |
-346
| Closed | -$46K | – | 165 |
|
|
2021
Q3 | $46K | Hold |
346
| – | – | 0.01% | 135 |
|
|
2021
Q2 | $46K | Hold |
346
| – | – | 0.01% | 154 |
|
|
2021
Q1 | $42K | Hold |
346
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $40K | Hold |
346
| – | – | 0.01% | 155 |
|
|
2020
Q3 | $36K | Hold |
346
| – | – | 0.01% | 143 |
|
|
2020
Q2 | $33K | Hold |
346
| – | – | 0.01% | 139 |
|
|
2020
Q1 | $28K | Hold |
346
| – | – | 0.01% | 129 |
|
|
2019
Q4 | $35K | Hold |
346
| – | – | 0.01% | 143 |
|
|
2019
Q3 | $32K | Hold |
346
| – | – | 0.01% | 134 |
|
|
2019
Q2 | $32K | Hold |
346
| – | – | 0.01% | 135 |
|
|
2019
Q1 | $31K | Hold |
346
| – | – | 0.01% | 137 |
|
|
2018
Q4 | $27K | Buy |
+346
| New | +$27K | 0.01% | 129 |
|