James Alpha Family Office Portfolio QUAL Holdings History
James Alpha Family Office Portfolio's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 1,998.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $232,830.00. This investment constitutes 5.2% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. In addition, there have been 3 sales at an average price of $111.17 for 3,881.00 shares. Based on historical transaction data and QUAL's current price of $184.55, James Alpha Family Office Portfolio's estimated gain on his QUAL holdings is $301,753.43, reflecting a 60.54% gain to date.
James Alpha Family Office Portfolio QUAL ($184.55) Holding Chart
James Alpha Family Office Portfolio QUAL ($184.55) 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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