Morton Brown Family Wealth’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 | – | Sell |
-36
| Closed | -$6.15K | – | 333 |
|
|
2025
Q1 | $6.15K | Hold |
36
| – | – | ﹤0.01% | 222 |
|
|
2024
Q4 | $6.41K | Hold |
36
| – | – | ﹤0.01% | 199 |
|
|
2024
Q3 | $6.46K | Buy |
+36
| New | +$6.46K | ﹤0.01% | 188 |
|
|
2022
Q1 | – | Sell |
-165
| Closed | -$24K | – | 194 |
|
|
2021
Q4 | $24K | Buy |
+165
| New | +$24K | 0.02% | 96 |
|