Wealth Dimensions Group’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 | $1.17M | Sell |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $950K | Sell |
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|
2022
Q3 | $921K | Buy |
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|
2022
Q2 | $983K | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $877K | Buy |
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|
2021
Q2 | $814K | Buy |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $512K | Buy |
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