Copperleaf Capital, LLC QUAL Holdings History
Copperleaf Capital, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Copperleaf Capital, LLC held 27,258.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $4.66 Mil. This investment constitutes 2.78% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then Copperleaf Capital, LLC has made 6 purchases of QUAL, at an average price of $126.69, for a total of 67,464.00 shares. In addition, there have been 4 sales at an average price of $124.71 for 40,206.00 shares. Based on historical transaction data and QUAL's current price of $185.01, Copperleaf Capital, LLC's estimated gain on his QUAL holdings is $1.51 Mil, reflecting a 17.67% gain to date.
Copperleaf Capital, LLC QUAL ($185.01) Holding Chart
Copperleaf Capital, LLC QUAL ($185.01) 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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