Panoramic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
25,554
-781
| -3% | -$143K | 2.87% | 5 |
|
|
2025
Q1 | $4.5M | Sell |
26,335
-839
| -3% | -$143K | 3.04% | 4 |
|
|
2024
Q4 | $4.84M | Buy |
27,174
+2,050
| +8% | +$365K | 3.15% | 4 |
|
|
2024
Q3 | $4.5M | Buy |
+25,124
| New | +$4.5M | 3.11% | 5 |
|
|
2024
Q1 | $4.16M | Sell |
25,295
-1,193
| -5% | -$196K | 3.06% | 8 |
|
|
2023
Q4 | $3.9M | Sell |
26,488
-1,348
| -5% | -$198K | 3.37% | 6 |
|
|
2023
Q3 | $3.67M | Buy |
+27,836
| New | +$3.67M | 3.37% | 7 |
|