Goldstein Advisors, LLC QUAL Holdings History
Goldstein Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Goldstein Advisors, LLC held 294,966.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $50.41 Mil. This investment constitutes 7.37% of their stock portfolio, and Goldstein Advisors, LLC now holds 0.1% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then Goldstein Advisors, LLC has made 5 purchases of QUAL, at an average price of $173.20, for a total of 295,395.00 shares. In addition, there have been 4 sales at an average price of $148.47 for 429.00 shares. Based on historical transaction data and QUAL's current price of $184.83, Goldstein Advisors, LLC's estimated gain on his QUAL holdings is $3.42 Mil, reflecting a 6.68% gain to date.
Goldstein Advisors, LLC QUAL ($184.83) Holding Chart
Goldstein Advisors, LLC QUAL ($184.83) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
