Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
+718
| New | +$131K | 0.01% | 362 |
|
|
2023
Q4 | – | Sell |
-2,646
| Closed | -$349K | – | 294 |
|
|
2023
Q3 | $349K | Hold |
2,646
| – | – | 0.05% | 232 |
|
|
2023
Q2 | $357K | Buy |
2,646
+45
| +2% | +$6.07K | 0.05% | 229 |
|
|
2023
Q1 | $323K | Sell |
2,601
-597
| -19% | -$74.1K | 0.05% | 208 |
|
|
2022
Q4 | $364K | Sell |
3,198
-946
| -23% | -$108K | 0.07% | 195 |
|
|
2022
Q3 | $431K | Buy |
+4,144
| New | +$431K | 0.09% | 187 |
|