ROBINSON SMITH WEALTH ADVISORS LLC QUAL Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 19,673.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $3.36 Mil. This investment constitutes 2.81% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC 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 ROBINSON SMITH WEALTH ADVISORS LLC has made 4 purchases of QUAL, at an average price of $143.66, for a total of 20,073.00 shares. In addition, there have been 1 sales at an average price of $179.03 for 400.00 shares. Based on historical transaction data and QUAL's current price of $185.91, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his QUAL holdings is $845,304.81, reflecting a 29.31% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC QUAL ($185.91) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC QUAL ($185.91) 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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