Cypress Wealth Services, LLC QUAL Holdings History
Cypress Wealth Services, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 125,986.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $21.53 Mil. This investment constitutes 4.37% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then Cypress Wealth Services, LLC has made 11 purchases of QUAL, at an average price of $132.29, for a total of 150,855.00 shares. In addition, there have been 7 sales at an average price of $142.38 for 24,869.00 shares. Based on historical transaction data and QUAL's current price of $184.97, Cypress Wealth Services, LLC's estimated gain on his QUAL holdings is $6.89 Mil, reflecting a 34.52% gain to date.
Cypress Wealth Services, LLC QUAL ($184.97) Holding Chart
Cypress Wealth Services, LLC 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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