Number of Shares
203,280.00
Current Holdings Value*
$21.09 Mil
% of Portfolio
7.24%
Total Estimate Gain
$19.07 Mil
% of Total Estimate Gain
101.46%

SHINE INVESTMENT ADVISORY SERVICES INC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2020-09-30, SHINE INVESTMENT ADVISORY SERVICES INC held 203,280.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $21.09 Mil. This investment constitutes 7.24% of their stock portfolio, and SHINE INVESTMENT ADVISORY SERVICES INC now holds 0.12% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2020Q2. And since then SHINE INVESTMENT ADVISORY SERVICES INC has made 2 purchases of QUAL, at an average price of $92.45, for a total of 203,280.00 shares. Based on historical transaction data and QUAL's current price of $186.25, SHINE INVESTMENT ADVISORY SERVICES INC's estimated gain on his QUAL holdings is $19.07 Mil, reflecting a 101.46% gain to date.

SHINE INVESTMENT ADVISORY SERVICES INC QUAL ($186.25) Holding Chart

SHINE INVESTMENT ADVISORY SERVICES INC QUAL ($186.25) 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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