U.S. Capital Wealth Advisors’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 | $3.24M | Buy |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $2.17M | Sell |
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|
2024
Q4 | $3.12M | Sell |
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|
2024
Q3 | $3.17M | Sell |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $48.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $736K | Sell |
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|
2021
Q4 | $852K | Buy |
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|
2021
Q3 | $534K | Buy |
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