New England Professional Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $782K | Buy |
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|
2025
Q2 | $734K | Buy |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $716K | Buy |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $466K | Buy |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $446K | Sell |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $396K | Buy |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $362K | Hold |
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|
2020
Q1 | $313K | Buy |
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