Valtinson Bruner Financial Planning’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Hold |
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|
2025
Q2 | $560K | Buy |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $530K | Sell |
|
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|
2024
Q3 | $543K | Hold |
|
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|
2024
Q2 | $508K | Hold |
|
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|
2024
Q1 | $502K | Hold |
|
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|
2023
Q4 | $455K | Sell |
|
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $435K | Hold |
|
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|
2023
Q1 | $410K | Hold |
|
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|
2022
Q4 | $396K | Hold |
|
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $449K | Sell |
|
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $493K | Hold |
|
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|
2021
Q2 | $483K | Hold |
|
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|
2021
Q1 | $455K | Sell |
|
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|
2020
Q4 | $428K | Hold |
|
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|
2020
Q3 | $377K | Hold |
|
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $394K | Hold |
|
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $357K | Hold |
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|
2019
Q1 | $345K | Hold |
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|
2018
Q4 | $302K | Buy |
|