Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $569K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | $148K | Buy |
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|
2020
Q2 | $137K | Sell |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $3.51M | Buy |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $13K | Buy |
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