Global Wealth Strategies & Associates QUAL Holdings History
Global Wealth Strategies & Associates's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Global Wealth Strategies & Associates held 62,971.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $10.76 Mil. This investment constitutes 3.26% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then Global Wealth Strategies & Associates has made 6 purchases of QUAL, at an average price of $141.71, for a total of 65,648.00 shares. In addition, there have been 2 sales at an average price of $137.68 for 2,677.00 shares. Based on historical transaction data and QUAL's current price of $184.97, Global Wealth Strategies & Associates's estimated gain on his QUAL holdings is $2.71 Mil, reflecting a 29.17% gain to date.
Global Wealth Strategies & Associates QUAL ($184.97) Holding Chart
Global Wealth Strategies & Associates 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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