Stuart Chaussee & Associates’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 | $104K | Hold |
568
| – | – | 0.02% | 61 |
|
|
2025
Q1 | $97K | Hold |
568
| – | – | 0.02% | 52 |
|
|
2024
Q4 | $101K | Hold |
568
| – | – | 0.03% | 55 |
|
|
2024
Q3 | $102K | Hold |
568
| – | – | 0.03% | 47 |
|
|
2024
Q2 | $97K | Buy |
568
+466
| +457% | +$79.6K | 0.03% | 44 |
|
|
2024
Q1 | $16.7K | Buy |
+102
| New | +$16.7K | ﹤0.01% | 106 |
|
|
2021
Q2 | – | Sell |
-6,323
| Closed | -$770K | – | 220 |
|
|
2021
Q1 | $770K | Buy |
+6,323
| New | +$770K | 0.3% | 13 |
|