Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
3,927
+7
| +0.2% | +$1.28K | 0.35% | 52 |
|
|
2025
Q1 | $670K | Buy |
3,920
+662
| +20% | +$113K | 0.36% | 52 |
|
|
2024
Q4 | $580K | Sell |
3,258
-50
| -2% | -$8.91K | 0.28% | 62 |
|
|
2024
Q3 | $593K | Buy |
3,308
+8
| +0.2% | +$1.43K | 0.31% | 61 |
|
|
2024
Q2 | $563K | Buy |
3,300
+964
| +41% | +$165K | 0.31% | 54 |
|
|
2024
Q1 | $384K | Sell |
2,336
-1,541
| -40% | -$253K | 0.2% | 68 |
|
|
2023
Q4 | $570K | Buy |
3,877
+14
| +0.4% | +$2.06K | 0.34% | 48 |
|
|
2023
Q3 | $509K | Sell |
3,863
-789
| -17% | -$104K | 0.29% | 51 |
|
|
2023
Q2 | $627K | Buy |
+4,652
| New | +$627K | 0.34% | 51 |
|