Pinnacle Wealth Management Group’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
Q3 | $316K | Sell |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $229K | Buy |
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