Leo Wealth LLC’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 | $455K | Buy |
+2,490
| New | +$455K | 0.04% | 252 |
|
|
2025
Q1 | – | Sell |
-2,317
| Closed | -$413K | – | 348 |
|
|
2024
Q4 | $413K | Hold |
2,317
| – | – | 0.04% | 253 |
|
|
2024
Q3 | $415K | Sell |
2,317
-411
| -15% | -$73.7K | 0.04% | 247 |
|
|
2024
Q2 | $465K | Buy |
2,728
+496
| +22% | +$84.6K | 0.05% | 228 |
|
|
2024
Q1 | $366K | Sell |
2,232
-1
| -0% | -$164 | 0.04% | 245 |
|
|
2023
Q4 | $347K | Buy |
+2,233
| New | +$347K | 0.04% | 248 |
|