Quadrant Private Wealth Management, LLC QUAL Holdings History
Quadrant Private Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Quadrant Private Wealth Management, LLC held 45,010.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $7.69 Mil. This investment constitutes 1.92% of their stock portfolio, and Quadrant Private Wealth Management, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then Quadrant Private Wealth Management, LLC has made 8 purchases of QUAL, at an average price of $156.91, for a total of 46,606.00 shares. In addition, there have been 1 sales at an average price of $136.54 for 1,596.00 shares. Based on historical transaction data and QUAL's current price of $183.87, Quadrant Private Wealth Management, LLC's estimated gain on his QUAL holdings is $1.18 Mil, reflecting a 16.15% gain to date.
Quadrant Private Wealth Management, LLC QUAL ($183.87) Holding Chart
Quadrant Private Wealth Management, LLC QUAL ($183.87) 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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