Maxwell Wealth Strategies Inc. QUAL Holdings History
Maxwell Wealth Strategies Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 35,239.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.28 Mil. This investment constitutes 2.56% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 3 purchases of QUAL, at an average price of $144.12, for a total of 38,338.00 shares. In addition, there have been 1 sales at an average price of $156.23 for 3,099.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Maxwell Wealth Strategies Inc.'s estimated gain on his QUAL holdings is $1.44 Mil, reflecting a 26.13% gain to date.
Maxwell Wealth Strategies Inc. QUAL ($184.03) Holding Chart
Maxwell Wealth Strategies Inc. 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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