Spectrum Planning & Advisory 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
Q2 | $7.92M | Sell |
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|
2025
Q1 | $7.98M | Buy |
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|
2024
Q4 | $7.44M | Buy |
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|
2024
Q3 | $7.24M | Buy |
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|
2024
Q2 | $6.46M | Buy |
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|
2023
Q4 | $5.65M | Buy |
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|
2023
Q3 | $5.01M | Sell |
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|
2023
Q2 | $7.78M | Buy |
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|
2023
Q1 | $6.43M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $254K | Buy |
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