MWS
Maxwell Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.28M | Buy |
35,239
+2,953
| +9% | +$526K | 2.56% | 9 |
|
|
2024
Q3 | $5.77M | Buy |
32,286
+2,545
| +9% | +$455K | 2.45% | 9 |
|
|
2024
Q2 | $5.08M | Buy |
29,741
+47
| +0.2% | +$8.03K | 2.49% | 7 |
|
|
2024
Q1 | $4.89M | Sell |
29,694
-3,099
| -9% | -$510K | 2.48% | 7 |
|
|
2023
Q4 | $4.83M | Buy |
+32,793
| New | +$4.83M | 3.15% | 4 |
|