Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28
| Closed | -$3.25K | – | 2507 |
|
|
2023
Q1 | $3.25K | Buy |
+28
| New | +$3.25K | ﹤0.01% | 2141 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$19K | – | 2515 |
|
|
2022
Q2 | $19K | Sell |
180
-103
| -36% | -$10.9K | ﹤0.01% | 1697 |
|
|
2022
Q1 | $35K | Hold |
283
| – | – | ﹤0.01% | 1593 |
|
|
2021
Q4 | $37K | Hold |
283
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q3 | $34K | Hold |
283
| – | – | ﹤0.01% | 1640 |
|
|
2021
Q2 | $34K | Hold |
283
| – | – | ﹤0.01% | 1648 |
|
|
2021
Q1 | $31K | Buy |
+283
| New | +$31K | ﹤0.01% | 1959 |
|