Marks Group Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
|
|||||
|
2025
Q1 | $2.47M | Sell |
|
|||||
|
2024
Q4 | $2.59M | Sell |
|
|||||
|
2024
Q3 | $2.64M | Sell |
|
|||||
|
2024
Q2 | $2.53M | Buy |
|
|||||
|
2024
Q1 | $2.42M | Hold |
|
|||||
|
2023
Q4 | $2.17M | Buy |
|
|||||
|
2023
Q3 | $1.94M | Sell |
|
|||||
|
2023
Q2 | $2M | Sell |
|
|||||
|
2023
Q1 | $1.84M | Buy |
|
|||||
|
2022
Q4 | $1.36M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $406K | Buy |
|
|||||
|
2020
Q3 | $274K | Buy |
|
|||||
|
2020
Q2 | $253K | Buy |
|