Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $949K | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $954K | Buy |
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|
2019
Q1 | $413K | Buy |
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|
2018
Q4 | $343K | Sell |
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|
2018
Q3 | $390K | Buy |
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|
2018
Q2 | $176K | Hold |
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|
2018
Q1 | $175K | Hold |
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|
2017
Q4 | $175K | Buy |
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