Tarbox Family Office’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 | $1.25M | Sell |
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|
2025
Q2 | $3.23M | Hold |
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|
2025
Q1 | $3.01M | Hold |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.19M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $3.03M | Sell |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.33M | Hold |
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|
2022
Q2 | $2.33M | Sell |
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|
2022
Q1 | $2.87M | Sell |
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|
2021
Q4 | $3.16M | Hold |
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|
2021
Q3 | $2.86M | Sell |
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|
2021
Q2 | $2.94M | Hold |
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|
2021
Q1 | $2.7M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $3M | Sell |
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|
2020
Q2 | $2.94M | Hold |
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|
2020
Q1 | $2.48M | Sell |
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|
2019
Q4 | $3.12M | Sell |
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|
2019
Q3 | $2.87M | Sell |
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|
2019
Q2 | $2.88M | Sell |
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|
2019
Q1 | $2.82M | Sell |
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|
2018
Q4 | $2.51M | Sell |
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|
2018
Q3 | $3.18M | Sell |
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|
2018
Q2 | $2.97M | Sell |
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|
2018
Q1 | $3.16M | Sell |
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|
2017
Q4 | $3.34M | Sell |
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|
2017
Q3 | $3.47M | Sell |
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|
2017
Q2 | $6.36M | Sell |
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|
2017
Q1 | $6.74M | Sell |
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|
2016
Q4 | $6.86M | Sell |
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|
2016
Q3 | $11.6M | Buy |
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|
2016
Q2 | $7.73M | Buy |
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|
2016
Q1 | $6.99M | Buy |
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|
2015
Q4 | $5.97M | Buy |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q2 | $130K | Buy |
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