Twin Peaks Wealth Advisors’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 | $8.25M | Buy |
44,081
+6,946
| +19% | +$1.3M | 2.67% | 5 |
|
|
2025
Q1 | $6.11M | Buy |
37,135
+7,609
| +26% | +$1.25M | 2.78% | 8 |
|
|
2024
Q4 | $5.26M | Buy |
29,526
+3,700
| +14% | +$659K | 2.22% | 13 |
|
|
2024
Q3 | $4.63M | Buy |
25,826
+4,672
| +22% | +$838K | 2.14% | 15 |
|
|
2024
Q2 | $3.61M | Buy |
21,154
+3,445
| +19% | +$588K | 1.8% | 19 |
|
|
2024
Q1 | $2.91M | Buy |
17,709
+1,399
| +9% | +$230K | 1.62% | 18 |
|
|
2023
Q4 | $2.4M | Buy |
+16,310
| New | +$2.4M | 1.53% | 20 |
|