SFC
SYM Financial Corp’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
5,229
| – | – | 0.03% | 278 |
|
|
2025
Q1 | $208K | Buy |
5,229
+928
| +22% | +$36.8K | 0.03% | 257 |
|
|
2024
Q4 | $160K | Hold |
4,301
| – | – | 0.02% | 246 |
|
|
2024
Q3 | $178K | Hold |
4,301
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $168K | Hold |
4,301
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $171K | Hold |
4,301
| – | – | 0.03% | 98 |
|
|
2023
Q4 | $162K | Buy |
4,301
+145
| +3% | +$5.45K | 0.03% | 110 |
|
|
2023
Q3 | $140K | Buy |
4,156
+198
| +5% | +$6.66K | 0.02% | 99 |
|
|
2023
Q2 | $141K | Sell |
3,958
-868
| -18% | -$30.9K | 0.03% | 68 |
|
|
2023
Q1 | $170K | Hold |
4,826
| – | – | 0.04% | 63 |
|
|
2022
Q4 | $156K | Hold |
4,826
| – | – | 0.04% | 65 |
|
|
2022
Q3 | $134K | Hold |
4,826
| – | – | 0.06% | 60 |
|
|
2022
Q2 | $149K | Hold |
4,826
| – | – | 0.07% | 62 |
|
|
2022
Q1 | $178K | Hold |
4,826
| – | – | 0.08% | 59 |
|
|
2021
Q4 | $190K | Hold |
4,826
| – | – | 0.07% | 55 |
|
|
2021
Q3 | $183K | Hold |
4,826
| – | – | 0.11% | 52 |
|
|
2021
Q2 | $186K | Hold |
4,826
| – | – | 0.11% | 47 |
|
|
2021
Q1 | $176K | Hold |
4,826
| – | – | 0.1% | 49 |
|
|
2020
Q4 | $172K | Buy |
+4,826
| New | +$172K | 0.13% | 39 |
|