Berman Capital Advisors, LLC QUAL Holdings History
Berman Capital Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2021-09-30, Berman Capital Advisors, LLC held 192,967.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $25.42 Mil. This investment constitutes 4% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0.11% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Berman Capital Advisors, LLC has made 4 purchases of QUAL, at an average price of $95.97, for a total of 193,030.00 shares. In addition, there have been 1 sales at an average price of $137.12 for 63.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Berman Capital Advisors, LLC's estimated gain on his QUAL holdings is $16.99 Mil, reflecting a 91.73% gain to date.
Berman Capital Advisors, LLC QUAL ($184.03) Holding Chart
Berman Capital Advisors, LLC QUAL ($184.03) 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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