TWP
Triad Wealth Partners’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 | $524K | Sell |
12,128
-5,383
| -31% | -$233K | 0.11% | 146 |
|
|
2025
Q1 | $695K | Sell |
17,511
-18,550
| -51% | -$736K | 0.22% | 80 |
|
|
2024
Q4 | $1.34M | Sell |
36,061
-75,305
| -68% | -$2.8M | 0.48% | 42 |
|
|
2024
Q3 | $4.62M | Sell |
111,366
-42,890
| -28% | -$1.78M | 2.46% | 15 |
|
|
2024
Q2 | $6.02M | Buy |
154,256
+23,829
| +18% | +$931K | 3.16% | 9 |
|
|
2024
Q1 | $5.17M | Buy |
+130,427
| New | +$5.17M | 3.97% | 8 |
|