Capital A Wealth Management, LLC QUAL Holdings History
Capital A Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 6,955.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $1.19 Mil. This investment constitutes 1.25% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0% 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 16,536.00 shares. Based on historical transaction data and QUAL's current price of $186.06, Capital A Wealth Management, LLC's estimated gain on his QUAL holdings is $-13,862.09, reflecting a -0.32% gain to date.
Capital A Wealth Management, LLC QUAL ($186.06) Holding Chart
Capital A Wealth Management, LLC QUAL ($186.06) 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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