Global Wealth Strategies & Associates QUAL Holdings History
Global Wealth Strategies & Associates's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Global Wealth Strategies & Associates held 69,805.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $12.76 Mil. This investment constitutes 3.65% 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 7 purchases of QUAL, at an average price of $144.62, for a total of 72,482.00 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 $184.03, Global Wealth Strategies & Associates's estimated gain on his QUAL holdings is $2.73 Mil, reflecting a 26.07% gain to date.
Global Wealth Strategies & Associates QUAL ($184.03) Holding Chart
Global Wealth Strategies & Associates 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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