Northwest Financial Advisors’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
2024
Q4
Sell
-279
Closed -$50K 429
2024
Q3
$50K Buy
+279
New +$50K 0.04% 227
2024
Q1
Sell
-56
Closed -$8.24K 415
2023
Q4
$8.24K Buy
+56
New +$8.24K 0.01% 396