Triad Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
102,248
+23,387
| +30% | +$4.28M | 3.78% | 3 |
|
|
2025
Q1 | $13.5M | Buy |
78,861
+20,265
| +35% | +$3.46M | 4.19% | 6 |
|
|
2024
Q4 | $10.4M | Buy |
58,596
+31,302
| +115% | +$5.57M | 3.77% | 5 |
|
|
2024
Q3 | $4.89M | Buy |
27,294
+25,620
| +1,530% | +$4.59M | 2.6% | 10 |
|
|
2024
Q2 | $286K | Sell |
1,674
-130
| -7% | -$22.2K | 0.15% | 67 |
|
|
2024
Q1 | $296K | Buy |
+1,804
| New | +$296K | 0.23% | 42 |
|