WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $727K | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $2.17M | Buy |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $21.5K | Hold |
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|
2022
Q3 | $19.6K | Hold |
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|
2022
Q2 | $21.1K | Buy |
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|
2022
Q1 | $25.2K | Buy |
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