SWP FINANCIAL LLC QUAL Holdings History
SWP FINANCIAL LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 51,493.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $8.80 Mil. This investment constitutes 5.38% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q3. And since then SWP FINANCIAL LLC has made 2 purchases of QUAL, at an average price of $174.41, for a total of 55,836.00 shares. In addition, there have been 1 sales at an average price of $181.70 for 4,343.00 shares. Based on historical transaction data and QUAL's current price of $181.59, SWP FINANCIAL LLC's estimated gain on his QUAL holdings is $401,122.48, reflecting a 4.12% gain to date.
SWP FINANCIAL LLC QUAL ($181.59) Holding Chart
SWP FINANCIAL LLC QUAL ($181.59) 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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