Connecticut Wealth Management, LLC QUAL Holdings History
Connecticut Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 1.10 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $188.00 Mil. This investment constitutes 9.84% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.38% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then Connecticut Wealth Management, LLC has made 15 purchases of QUAL, at an average price of $108.99, for a total of 2.00 Mil shares. In addition, there have been 4 sales at an average price of $154.54 for 902,033.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Connecticut Wealth Management, LLC's estimated gain on his QUAL holdings is $125.97 Mil, reflecting a 57.73% gain to date.
Connecticut Wealth Management, LLC QUAL ($186.15) Holding Chart
Connecticut Wealth Management, LLC QUAL ($186.15) 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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