Octavia Wealth Advisors’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
Q2 | $703K | Buy |
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2025
Q1 | $621K | Buy |
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|
2024
Q4 | $566K | Buy |
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2024
Q3 | $549K | Buy |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $496K | Buy |
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