Flagship Private Wealth, LLC QUAL Holdings History
Flagship Private Wealth, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 60,302.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $10.31 Mil. This investment constitutes 4.91% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then Flagship Private Wealth, LLC has made 15 purchases of QUAL, at an average price of $157.08, for a total of 61,546.00 shares. In addition, there have been 2 sales at an average price of $133.43 for 1,244.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Flagship Private Wealth, LLC's estimated gain on his QUAL holdings is $1.60 Mil, reflecting a 16.50% gain to date.
Flagship Private Wealth, LLC QUAL ($184.03) Holding Chart
Flagship Private Wealth, LLC QUAL ($184.03) 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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