Premier Path Wealth Partners’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 | $10.5M | Buy |
57,598
+2,713
| +5% | +$496K | 1.47% | 12 |
|
|
2025
Q1 | $9.38M | Buy |
54,885
+1,264
| +2% | +$216K | 1.46% | 11 |
|
|
2024
Q4 | $9.55M | Buy |
53,621
+1,308
| +3% | +$233K | 1.46% | 11 |
|
|
2024
Q3 | $9.38M | Buy |
52,313
+2,798
| +6% | +$502K | 1.48% | 11 |
|
|
2024
Q2 | $8.46M | Buy |
49,515
+1,791
| +4% | +$306K | 1.44% | 10 |
|
|
2024
Q1 | $7.84M | Buy |
47,724
+7,199
| +18% | +$1.18M | 1.48% | 11 |
|
|
2023
Q4 | $6.05M | Buy |
+40,525
| New | +$6.05M | 1.34% | 11 |
|