SHJ
Sharkey, Howes & Javer’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.04M | Buy |
55,409
+8,701
| +19% | +$1.42M | 1.21% | 23 |
|
2025
Q1 | $7.32M | Buy |
46,708
+2,169
| +5% | +$340K | 1.05% | 26 |
|
2024
Q4 | $6.9M | Buy |
44,539
+5,523
| +14% | +$855K | 0.97% | 23 |
|
2024
Q3 | $6.15M | Buy |
+39,016
| New | +$6.15M | 0.88% | 23 |
|