CALIBER WEALTH MANAGEMENT, LLC QUAL Holdings History
CALIBER WEALTH MANAGEMENT, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 93,120.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $15.30 Mil. This investment constitutes 8.14% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then CALIBER WEALTH MANAGEMENT, LLC has made 4 purchases of QUAL, at an average price of $123.63, for a total of 95,550.00 shares. In addition, there have been 1 sales at an average price of $156.23 for 2,430.00 shares. Based on historical transaction data and QUAL's current price of $183.86, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his QUAL holdings is $5.69 Mil, reflecting a 48.15% gain to date.
CALIBER WEALTH MANAGEMENT, LLC QUAL ($183.86) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC QUAL ($183.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
