Lighthouse Financial Advisors’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
2021
Q1
$533K Sell
4,383
-439
-9% -$53.4K 0.16% 78
2020
Q4
$560K Sell
4,822
-310
-6% -$36K 0.19% 75
2020
Q3
$532K Sell
5,132
-73
-1% -$7.57K 0.2% 68
2020
Q2
$499K Buy
+5,205
New +$499K 0.21% 65