Ascent Wealth Partners, LLC QUAL Holdings History
Ascent Wealth Partners, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 2,451.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $418,850.00. This investment constitutes 0.06% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then Ascent Wealth Partners, LLC has made 8 purchases of QUAL, at an average price of $131.21, for a total of 139,147.00 shares. In addition, there have been 11 sales at an average price of $176.05 for 136,696.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Ascent Wealth Partners, LLC's estimated gain on his QUAL holdings is $6.26 Mil, reflecting a 34.31% gain to date.
Ascent Wealth Partners, LLC QUAL ($186.25) Holding Chart
Ascent Wealth Partners, LLC QUAL ($186.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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