Sequoia Financial Advisors’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,272
-188
| -13% | -$30.7K | ﹤0.01% | 1454 |
|
|
2025
Q1 | $229K | Hold |
1,460
| – | – | ﹤0.01% | 1190 |
|
|
2024
Q4 | $226K | Hold |
1,460
| – | – | ﹤0.01% | 1160 |
|
|
2024
Q3 | $230K | Hold |
1,460
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q2 | $215K | Hold |
1,460
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q1 | $213K | Sell |
1,460
-423
| -22% | -$61.6K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $249K | Buy |
+1,883
| New | +$249K | ﹤0.01% | 1007 |
|