Bogart Wealth, LLC QUAL Holdings History
Bogart Wealth, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 597,111.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $102.04 Mil. This investment constitutes 4.81% of their stock portfolio, and Bogart Wealth, LLC now holds 0.21% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q1. And since then Bogart Wealth, LLC has made 10 purchases of QUAL, at an average price of $127.85, for a total of 617,569.00 shares. In addition, there have been 4 sales at an average price of $176.74 for 20,458.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Bogart Wealth, LLC's estimated gain on his QUAL holdings is $35.87 Mil, reflecting a 45.43% gain to date.
Bogart Wealth, LLC QUAL ($186.25) Holding Chart
Bogart Wealth, 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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