Vontobel Swiss 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $394K | Sell |
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2021
Q1 | $391K | Sell |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $842K | Sell |
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|
2018
Q4 | $4.68M | Sell |
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|
2018
Q3 | $6.11M | Sell |
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|
2018
Q2 | $6.63M | Sell |
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|
2018
Q1 | $6.62M | Buy |
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|
2017
Q4 | $6.41M | Sell |
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|
2017
Q3 | $6.12M | Buy |
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|
2017
Q2 | $5.84M | Sell |
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|
2017
Q1 | $5.76M | Sell |
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|
2016
Q4 | $6.94M | Buy |
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|
2016
Q3 | $6.71M | Sell |
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|
2016
Q2 | $6.4M | Buy |
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|
2016
Q1 | $6.4M | Buy |
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|
2015
Q4 | $4.88M | Buy |
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|
2015
Q3 | $1.24M | Buy |
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