WT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
6,962
-540
| -7% | -$98.7K | 0.38% | 64 |
|
|
2025
Q1 | $1.28M | Buy |
7,502
+624
| +9% | +$107K | 0.42% | 58 |
|
|
2024
Q4 | $1.22M | Sell |
6,878
-220
| -3% | -$39.2K | 0.38% | 64 |
|
|
2024
Q3 | $1.29M | Sell |
7,098
-1,907
| -21% | -$348K | 0.41% | 63 |
|
|
2024
Q2 | $1.54M | Buy |
9,005
+5
| +0.1% | +$854 | 0.52% | 62 |
|
|
2024
Q1 | $1.48M | Buy |
9,000
+972
| +12% | +$160K | 0.53% | 58 |
|
|
2023
Q4 | $1.18M | Buy |
+8,028
| New | +$1.18M | 0.47% | 59 |
|