Mascoma 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
Q3 | $106K | Sell |
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2025
Q2 | $104K | Sell |
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2025
Q1 | $172K | Sell |
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|
2024
Q4 | $197K | Sell |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $796K | Sell |
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|
2023
Q2 | $833K | Buy |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $709K | Buy |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $693K | Hold |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $885K | Buy |
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|
2021
Q3 | $721K | Buy |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $554K | Buy |
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|
2020
Q4 | $363K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $506K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $483K | Buy |
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