Signify Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.25M | Buy |
23,859
+1,684
| +8% | +$300K | 4.8% | 10 |
|
|
2024
Q3 | $3.98M | Buy |
22,175
+2,320
| +12% | +$416K | 4.87% | 10 |
|
|
2024
Q2 | $3.39M | Sell |
19,855
-90
| -0.5% | -$15.4K | 4.88% | 8 |
|
|
2024
Q1 | $3.28M | Buy |
19,945
+2,255
| +13% | +$371K | 5.44% | 8 |
|
|
2023
Q4 | $2.6M | Buy |
17,690
+6,041
| +52% | +$889K | 3.93% | 12 |
|
|
2023
Q3 | $1.54M | Buy |
+11,649
| New | +$1.54M | 2.06% | 19 |
|