Windsor Wealth Management’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
Q3 | $12.3M | Sell |
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|
2023
Q2 | $13.1M | Buy |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $9.8M | Buy |
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|
2022
Q3 | $7.91M | Buy |
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|
2022
Q2 | $7.66M | Buy |
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|
2022
Q1 | $7.82M | Buy |
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|
2021
Q4 | $7.76M | Buy |
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|
2021
Q3 | $6.43M | Buy |
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|
2021
Q2 | $6.29M | Buy |
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|
2021
Q1 | $5.53M | Sell |
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|
2020
Q4 | $5.29M | Buy |
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|
2020
Q3 | $4.46M | Buy |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $2.96M | Buy |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $308K | Buy |
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