Prosperity Planning’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 | $270K | Sell |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $235K | Buy |
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