WealthPLAN 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
Q3 | $3.04M | Sell |
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|
2025
Q2 | $3.19M | Buy |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $2.6M | Sell |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | $2.36M | Sell |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $731K | Buy |
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|
2019
Q3 | $640K | Buy |
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|
2019
Q2 | $494K | Buy |
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|
2019
Q1 | $304K | Buy |
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|
2018
Q4 | $258K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $11 | Buy |
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