Castle Financial & Retirement Planning Associates, Inc. QUAL Holdings History
Castle Financial & Retirement Planning Associates, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 11,172.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $1.49 Mil. This investment constitutes 5.06% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and QUAL's current price of $184.97, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his QUAL holdings is $489,557.04, reflecting a 31.04% gain to date.
Castle Financial & Retirement Planning Associates, Inc. QUAL ($184.97) Holding Chart
Castle Financial & Retirement Planning Associates, Inc. QUAL ($184.97) 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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