Paulson Wealth Management’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 | $772K | Hold |
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|
2025
Q1 | $721K | Hold |
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|
2024
Q4 | $752K | Hold |
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|
2024
Q3 | $757K | Hold |
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|
2024
Q2 | $721K | Hold |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $542K | Hold |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $514K | Hold |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $670K | Hold |
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|
2021
Q3 | $607K | Hold |
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|
2021
Q2 | $612K | Hold |
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|
2021
Q1 | $585K | Sell |
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|
2020
Q4 | $550K | Hold |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $454K | Hold |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $661K | Sell |
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|
2019
Q3 | $639K | Sell |
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|
2019
Q2 | $723K | Sell |
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|
2019
Q1 | $938K | Sell |
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|
2018
Q4 | $992K | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.45M | Sell |
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|
2017
Q4 | $1.59M | Buy |
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