M3 Advisory Group’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 | $226K | Hold |
1,236
| – | – | 0.16% | 125 |
|
2025
Q1 | $211K | Hold |
1,236
| – | – | 0.17% | 129 |
|
2024
Q4 | $220K | Buy |
1,236
+1
| +0.1% | +$178 | 0.16% | 133 |
|
2024
Q3 | $221K | Buy |
1,235
+1
| +0.1% | +$179 | 0.16% | 134 |
|
2024
Q2 | $211K | Hold |
1,234
| – | – | 0.17% | 124 |
|
2024
Q1 | $203K | Buy |
+1,234
| New | +$203K | 0.18% | 125 |
|