Wealth Enhancement Advisory Services’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.7M | Sell |
113,903
-18,167
| -14% | -$2.99M | 0.03% | 437 |
|
2025
Q1 | $20.7M | Buy |
132,070
+4,007
| +3% | +$628K | 0.04% | 388 |
|
2024
Q4 | $19.8M | Buy |
128,063
+3,660
| +3% | +$567K | 0.04% | 372 |
|
2024
Q3 | $19.6M | Buy |
124,403
+2,151
| +2% | +$339K | 0.04% | 354 |
|
2024
Q2 | $18M | Buy |
122,252
+119,741
| +4,769% | +$17.7M | 0.04% | 349 |
|
2024
Q1 | $366K | Sell |
2,511
-692
| -22% | -$101K | ﹤0.01% | 1786 |
|
2023
Q4 | $423K | Sell |
3,203
-883
| -22% | -$117K | ﹤0.01% | 1613 |
|
2023
Q3 | $493K | Buy |
+4,086
| New | +$493K | ﹤0.01% | 1425 |
|
2022
Q3 | – | Sell |
-3,624
| Closed | -$401K | – | 374 |
|
2022
Q2 | $401K | Buy |
+3,624
| New | +$401K | 0.01% | 293 |
|