Waypoint Wealth Partners’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
Q2 | $1.2M | Sell |
|
|||||
|
2025
Q1 | $1.18M | Sell |
|
|||||
|
2024
Q4 | $2.18M | Buy |
|
|||||
|
2024
Q3 | $2.19M | Hold |
|
|||||
|
2024
Q2 | $2.09M | Hold |
|
|||||
|
2024
Q1 | $2.01M | Hold |
|
|||||
|
2023
Q4 | $1.8M | Hold |
|
|||||
|
2023
Q3 | $1.61M | Hold |
|
|||||
|
2023
Q2 | $1.65M | Hold |
|
|||||
|
2023
Q1 | $1.52M | Hold |
|
|||||
|
2022
Q4 | $1.39M | Hold |
|
|||||
|
2022
Q3 | $1.27M | Hold |
|
|||||
|
2022
Q2 | $1.37M | Hold |
|
|||||
|
2022
Q1 | $1.65M | Sell |
|
|||||
|
2021
Q4 | $1.78M | Sell |
|
|||||
|
2021
Q3 | $1.63M | Hold |
|
|||||
|
2021
Q2 | $1.64M | Hold |
|
|||||
|
2021
Q1 | $1.51M | Hold |
|
|||||
|
2020
Q4 | $1.44M | Buy |
|