Peninsula Wealth’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
2024
Q4
$837K Sell
4,698
-98
-2% -$17.5K 0.14% 55
2024
Q3
$872K Buy
4,796
+1,213
+34% +$221K 0.15% 55
2024
Q2
$625K Buy
+3,583
New +$625K 0.12% 56