Whitney & Co’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 | $206K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $308K | Buy |
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