LPWM 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 | $1.12M | Sell |
6,142
-2
| -0% | -$366 | 0.33% | 37 |
|
|
2025
Q1 | $1.05M | Buy |
6,144
+467
| +8% | +$79.8K | 0.34% | 36 |
|
|
2024
Q4 | $1.01M | Buy |
5,677
+689
| +14% | +$123K | 0.32% | 37 |
|
|
2024
Q3 | $890K | Buy |
4,988
+6
| +0.1% | +$1.07K | 0.29% | 37 |
|
|
2024
Q2 | $863K | Buy |
+4,982
| New | +$863K | 0.3% | 38 |
|