New England Private Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Hold |
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|
2025
Q2 | $296K | Buy |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $354K | Buy |
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