L.M. KOHN & COMPANY QUAL Holdings History
L.M. KOHN & COMPANY's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, L.M. KOHN & COMPANY held - shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling N/A. This investment constitutes 0% of their stock portfolio, and L.M. KOHN & COMPANY now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q2. And since then L.M. KOHN & COMPANY has made 3 purchases of QUAL, at an average price of $171.65, for a total of 9,208.00 shares. In addition, there have been 1 sales at an average price of $179.03 for 9,208.00 shares. Based on historical transaction data and QUAL's current price of $184.03, L.M. KOHN & COMPANY's estimated gain on his QUAL holdings is $67,962.06, reflecting a 4.30% gain to date.
L.M. KOHN & COMPANY QUAL ($184.03) Holding Chart
L.M. KOHN & COMPANY 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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