Wipfli Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.17M | Buy |
11,299
+3,471
| +44% | +$361K | 0.08% | 101 |
|
|
2022
Q2 | $875K | Sell |
7,828
-66
| -0.8% | -$7.37K | 0.1% | 41 |
|
|
2022
Q1 | $1.06M | Buy |
7,894
+3,220
| +69% | +$434K | 0.11% | 39 |
|
|
2021
Q4 | $680K | Hold |
4,674
| – | – | 0.08% | 26 |
|
|
2021
Q3 | $616K | Hold |
4,674
| – | – | 0.08% | 27 |
|
|
2021
Q2 | $621K | Hold |
4,674
| – | – | 0.09% | 25 |
|
|
2021
Q1 | $569K | Hold |
4,674
| – | – | 0.31% | 18 |
|
|
2020
Q4 | $543K | Buy |
+4,674
| New | +$543K | 0.32% | 19 |
|