Patriot Financial Group Insurance Agency’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,412
| Closed | -$184K | – | 2211 |
|
|
2021
Q4 | $184K | Sell |
1,412
-1,689
| -54% | -$220K | 0.03% | 465 |
|
|
2021
Q3 | $370K | Hold |
3,101
| – | – | 0.07% | 294 |
|
|
2021
Q2 | $370K | Buy |
3,101
+406
| +15% | +$48.4K | 0.07% | 292 |
|
|
2021
Q1 | $299K | Hold |
2,695
| – | – | 0.07% | 292 |
|
|
2020
Q4 | $282K | Buy |
+2,695
| New | +$282K | 0.07% | 270 |
|