Long Run Wealth Advisors’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$218K | – | 104 |
|
|
2024
Q1 | $218K | Buy |
+1,500
| New | +$218K | 0.06% | 91 |
|
|
2022
Q3 | – | Sell |
-26,843
| Closed | -$2.9M | – | 100 |
|
|
2022
Q2 | $2.9M | Buy |
26,843
+24
| +0.1% | +$2.59K | 1.12% | 24 |
|
|
2022
Q1 | $3.34M | Sell |
26,819
-758
| -3% | -$94.3K | 1.17% | 25 |
|
|
2021
Q4 | $3.61M | Buy |
+27,577
| New | +$3.61M | 1.25% | 24 |
|