Resurgent Financial 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 | $1.71M | Sell |
9,348
-205
| -2% | -$37.5K | 0.94% | 23 |
|
|
2025
Q1 | $1.63M | Buy |
9,553
+785
| +9% | +$134K | 0.98% | 23 |
|
|
2024
Q4 | $1.56M | Buy |
8,768
+1,080
| +14% | +$192K | 0.92% | 25 |
|
|
2024
Q3 | $1.38M | Sell |
7,688
-269
| -3% | -$48.2K | 0.81% | 31 |
|
|
2024
Q2 | $1.36M | Buy |
7,957
+2,827
| +55% | +$483K | 0.84% | 30 |
|
|
2024
Q1 | $843K | Sell |
5,130
-1,148
| -18% | -$189K | 0.45% | 62 |
|
|
2023
Q4 | $924K | Buy |
6,278
+1,218
| +24% | +$179K | 0.57% | 39 |
|
|
2023
Q3 | $667K | Buy |
5,060
+1,430
| +39% | +$188K | 0.45% | 53 |
|
|
2023
Q2 | $490K | Buy |
3,630
+390
| +12% | +$52.6K | 0.32% | 79 |
|
|
2023
Q1 | $402K | Buy |
3,240
+2,933
| +955% | +$364K | 0.27% | 86 |
|
|
2022
Q4 | $35K | Buy |
+307
| New | +$35K | 0.02% | 499 |
|