QPWM
Quadrant Private Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $654K | Sell |
10,196
-4,358
| -30% | -$279K | 0.14% | 129 |
|
2025
Q1 | $842K | Buy |
14,554
+1,122
| +8% | +$64.9K | 0.21% | 99 |
|
2024
Q4 | $811K | Buy |
13,432
+333
| +3% | +$20.1K | 0.2% | 103 |
|
2024
Q3 | $770K | Buy |
13,099
+1,920
| +17% | +$113K | 0.19% | 108 |
|
2024
Q2 | $623K | Buy |
+11,179
| New | +$623K | 0.14% | 128 |
|