Keystone Financial Services QUAL Holdings History
Keystone Financial Services's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 123,002.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $21.02 Mil. This investment constitutes 8.01% of their stock portfolio, and Keystone Financial Services now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then Keystone Financial Services has made 6 purchases of QUAL, at an average price of $131.30, for a total of 176,600.00 shares. In addition, there have been 3 sales at an average price of $143.00 for 53,598.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Keystone Financial Services's estimated gain on his QUAL holdings is $7.37 Mil, reflecting a 31.81% gain to date.
Keystone Financial Services QUAL ($186.15) Holding Chart
Keystone Financial Services QUAL ($186.15) 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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