KCS Wealth Advisory FQAL Holdings History
KCS Wealth Advisory's Fidelity Quality Factor ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 30,523.00 shares of Fidelity Quality Factor ETF(FQAL), totaling $1.50 Mil. This investment constitutes 0.64% of their stock portfolio, and KCS Wealth Advisory now holds 0.52% of the outstanding Fidelity Quality Factor ETF(FQAL) stock.
The initial trade took place in 2021Q3. And since then KCS Wealth Advisory has made 7 purchases of FQAL, at an average price of $49.22, for a total of 60,893.00 shares. In addition, there have been 2 sales at an average price of $50.72 for 30,370.00 shares. Based on historical transaction data and FQAL's current price of $70.41, KCS Wealth Advisory's estimated gain on his FQAL holdings is $692,559.32, reflecting a 23.11% gain to date.
KCS Wealth Advisory FQAL ($70.41) Holding Chart
KCS Wealth Advisory FQAL ($70.41) 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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