Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $72.1K | Sell |
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|
2024
Q3 | $73.3K | Sell |
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|
2024
Q2 | $72.9K | Buy |
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|
2024
Q1 | $54.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.43M | Hold |
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|
2023
Q2 | $1.46M | Hold |
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|
2023
Q1 | $1.34M | Hold |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $2.12M | Hold |
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|
2022
Q2 | $2.27M | Hold |
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|
2022
Q1 | $2.74M | Hold |
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|
2021
Q4 | $2.96M | Hold |
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|
2021
Q3 | $2.68M | Hold |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $2.48K | Sell |
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|
2020
Q4 | $2.36M | Hold |
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|
2020
Q3 | $2.11M | Hold |
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|
2020
Q2 | $1.95M | Hold |
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|
2020
Q1 | $1.65M | Hold |
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|
2019
Q4 | $2.05M | Buy |
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