Client First Capital LLC QUAL Holdings History
Client First Capital LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Client First Capital LLC held 116,032.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $19.83 Mil. This investment constitutes 10.16% of their stock portfolio, and Client First Capital LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q4. And since then Client First Capital LLC has made 7 purchases of QUAL, at an average price of $153.44, for a total of 150,804.00 shares. In addition, there have been 6 sales at an average price of $123.50 for 34,772.00 shares. Based on historical transaction data and QUAL's current price of $184.83, Client First Capital LLC's estimated gain on his QUAL holdings is $2.60 Mil, reflecting a 11.25% gain to date.
Client First Capital LLC QUAL ($184.83) Holding Chart
Client First Capital LLC QUAL ($184.83) 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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