XWM
QUAL icon

Xcel Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Xcel Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,182
Closed -$202K – 128
2024
Q2 		$202K Sell
1,182
-105
-8% -$17.9K 0.06% 121
2024
Q1 		$211K Buy
+1,287
New +$211K 0.07% 122