Regal Wealth Group, Inc. USMV Holdings History
Regal Wealth Group, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2023-12-31, Regal Wealth Group, Inc. held 55,313.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $4.31 Mil. This investment constitutes 2.66% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Regal Wealth Group, Inc. has made 12 purchases of USMV, at an average price of $59.37, for a total of 240,134.00 shares. In addition, there have been 9 sales at an average price of $70.27 for 184,821.00 shares. Based on historical transaction data and USMV's current price of $92.95, Regal Wealth Group, Inc.'s estimated gain on his USMV holdings is $3.87 Mil, reflecting a 27.17% gain to date.
Regal Wealth Group, Inc. USMV ($92.95) Holding Chart
Regal Wealth Group, Inc. USMV ($92.95) 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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