CFO4Life, L.P. QUAL Holdings History
Number of Shares
142,887.00
Current Holdings Value*
$16.28 Mil
% of Portfolio
3.46%
Total Estimate Gain
$10.12 Mil
% of Total Estimate Gain
62.62%
CFO4Life, L.P.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2022-12-31, CFO4Life, L.P. held 142,887.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $16.28 Mil. This investment constitutes 3.46% of their stock portfolio, and CFO4Life, L.P. now holds 0.09% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then CFO4Life, L.P. has made 1 purchases of QUAL, at an average price of $113.06, for a total of 142,887.00 shares. Based on historical transaction data and QUAL's current price of $183.86, CFO4Life, L.P.'s estimated gain on his QUAL holdings is $10.12 Mil, reflecting a 62.62% gain to date.
CFO4Life, L.P. QUAL ($183.86) Holding Chart
CFO4Life, L.P. 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 % |
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