WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $92M | Buy |
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|
2023
Q3 | $77.9M | Buy |
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|
2023
Q2 | $72.8M | Sell |
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|
2023
Q1 | $67.2M | Buy |
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $8.55M | Buy |
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|
2022
Q1 | $8.64M | Buy |
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|
2021
Q4 | $5.41M | Sell |
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|
2021
Q3 | $5.04M | Sell |
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|
2021
Q2 | $5.33M | Sell |
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|
2021
Q1 | $5.3M | Sell |
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|
2020
Q4 | $5.9M | Buy |
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|
2020
Q3 | $5.08M | Sell |
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|
2020
Q2 | $4.85M | Sell |
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|
2020
Q1 | $33.1M | Buy |
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|
2019
Q4 | $27.9M | Buy |
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|
2019
Q3 | $9.73M | Sell |
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|
2019
Q2 | $9.71M | Buy |
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|
2019
Q1 | $4.42M | Buy |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $863K | Buy |
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