Barnes Wealth Management Group, Inc QUAL Holdings History
Barnes Wealth Management Group, Inc's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 33,203.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $5.67 Mil. This investment constitutes 3.64% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $179.03 for 292.00 shares. Based on historical transaction data and QUAL's current price of $184.94, Barnes Wealth Management Group, Inc's estimated gain on his QUAL holdings is $106,798.08, reflecting a 1.75% gain to date.
Barnes Wealth Management Group, Inc QUAL ($184.94) Holding Chart
Barnes Wealth Management Group, Inc QUAL ($184.94) 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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