Personal CFO Solutions’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	–	Sell	-5,418	Closed	-$971K	–	579
2024 Q3	$971K	Buy	5,418 +151	+3%	+$27.1K	0.14%	143
2024 Q2	$899K	Buy	5,267 +2,255	+75%	+$385K	0.14%	140
2024 Q1	$495K	Buy	3,012 +170	+6%	+$27.9K	0.08%	252
2023 Q4	$418K	Buy	+2,842	New	+$418K	0.07%	281