Sowell Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $32.2M | Buy |
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2025
Q2 | $30.1M | Sell |
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2025
Q1 | $28.4M | Buy |
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2024
Q4 | $29.1M | Sell |
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2024
Q3 | $29.9M | Sell |
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2024
Q2 | $30.3M | Sell |
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2024
Q1 | $31.4M | Sell |
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2023
Q4 | $29.6M | Buy |
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2023
Q3 | $22.2M | Buy |
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2023
Q2 | $18.5M | Buy |
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2023
Q1 | $9.28M | Buy |
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2022
Q4 | $8.1M | Buy |
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2022
Q3 | $4.21M | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $13.6M | Buy |
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2021
Q3 | $11M | Sell |
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2021
Q2 | $11.2M | Sell |
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2021
Q1 | $15.3M | Sell |
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2020
Q4 | $14.2M | Sell |
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2020
Q3 | $12.7M | Buy |
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2020
Q2 | $5.26M | Buy |
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2020
Q1 | $3.4M | Buy |
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2019
Q4 | $2.06M | Buy |
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2019
Q3 | $225K | Buy |
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