Novak Financial Planning’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
2021
Q2
$2.11M Buy
15,840
+807
+5% +$107K 1.03% 29
2021
Q1
$1.83M Buy
15,033
+844
+6% +$103K 1.01% 29
2020
Q4
$1.65M Buy
+14,189
New +$1.65M 0.97% 32