Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $24K | Hold |
211
| – | – | ﹤0.01% | 567 |
|
|
2022
Q3 | $22K | Buy |
+211
| New | +$22K | ﹤0.01% | 555 |
|
|
2022
Q1 | – | Sell |
-62
| Closed | -$9K | – | 1004 |
|
|
2021
Q4 | $9K | Buy |
+62
| New | +$9K | ﹤0.01% | 730 |
|
|
2020
Q4 | – | Sell |
-11
| Closed | -$1K | – | 903 |
|
|
2020
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 761 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$8K | – | 785 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 618 |
|
|
2018
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 622 |
|