Lucia Wealth Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Lucia Wealth Services’s Portfolio QUAL Stock Details QUAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$255K	Hold
2020 Q2	$236K	Hold
2020 Q1	$199K	Buy
2018 Q4	–	Sell
2018 Q3	$1.35M	Sell
2018 Q2	$1.84M	Sell
2018 Q1	$5.7M	Buy
2017 Q4	$1.37M	Buy