Cook Wealth, LLC QUAL Holdings History
Cook Wealth, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Cook Wealth, LLC held 75,732.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $12.83 Mil. This investment constitutes 6.23% of their stock portfolio, and Cook Wealth, LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q2. And since then Cook Wealth, LLC has made 8 purchases of QUAL, at an average price of $121.76, for a total of 95,645.00 shares. In addition, there have been 4 sales at an average price of $169.94 for 19,913.00 shares. Based on historical transaction data and QUAL's current price of $184.48, Cook Wealth, LLC's estimated gain on his QUAL holdings is $5.71 Mil, reflecting a 49.02% gain to date.
Cook Wealth, LLC QUAL ($184.48) Holding Chart
Cook Wealth, LLC QUAL ($184.48) 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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