Moulton Wealth Management’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 | $1.69M | Buy |
+9,126
| New | +$1.69M | 1.28% | 21 |
|
|
2025
Q1 | – | Sell |
-3,713
| Closed | -$661K | – | 41 |
|
|
2024
Q4 | $661K | Buy |
3,713
+360
| +11% | +$64.1K | 0.51% | 33 |
|
|
2024
Q3 | $601K | Buy |
+3,353
| New | +$601K | 0.5% | 31 |
|
|
2022
Q1 | – | Sell |
-23,362
| Closed | -$3.39M | – | 21 |
|
|
2021
Q4 | $3.39M | Buy |
23,362
+1,701
| +8% | +$246K | 2.48% | 13 |
|
|
2021
Q3 | $2.88M | Buy |
+21,661
| New | +$2.88M | 2.15% | 16 |
|