SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Hold |
|
|||||
|
2025
Q2 | $488K | Hold |
|
|||||
|
2025
Q1 | $457K | Sell |
|
|||||
|
2024
Q4 | $480K | Buy |
|
|||||
|
2024
Q3 | $479K | Hold |
|
|||||
|
2024
Q2 | $456K | Buy |
|
|||||
|
2024
Q1 | $207K | Hold |
|
|||||
|
2023
Q4 | $186K | Sell |
|
|||||
|
2023
Q3 | $171K | Buy |
|
|||||
|
2023
Q2 | $170K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $170K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $201K | Hold |
|
|||||
|
2021
Q4 | $217K | Sell |
|
|||||
|
2021
Q3 | $251K | Buy |
|