Foundry Financial Group, Inc. QUAL Holdings History
Foundry Financial Group, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Foundry Financial Group, Inc. held 64,836.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $11.08 Mil. This investment constitutes 6.82% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 3 purchases of QUAL, at an average price of $155.25, for a total of 66,439.00 shares. In addition, there have been 2 sales at an average price of $161.72 for 1,603.00 shares. Based on historical transaction data and QUAL's current price of $183.38, Foundry Financial Group, Inc.'s estimated gain on his QUAL holdings is $1.83 Mil, reflecting a 17.78% gain to date.
Foundry Financial Group, Inc. QUAL ($183.38) Holding Chart
Foundry Financial Group, Inc. QUAL ($183.38) 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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