Oregon Pacific Wealth Management, LLC QUAL Holdings History
Oregon Pacific Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 2,989.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $546,450.00. This investment constitutes 0.52% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of QUAL, at an average price of $177.21, for a total of 3,030.00 shares. In addition, there have been 1 sales at an average price of $179.03 for 41.00 shares. Based on historical transaction data and QUAL's current price of $185.01, Oregon Pacific Wealth Management, LLC's estimated gain on his QUAL holdings is $23,390.17, reflecting a 4.36% gain to date.
Oregon Pacific Wealth Management, LLC QUAL ($185.01) Holding Chart
Oregon Pacific Wealth Management, LLC QUAL ($185.01) 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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