Shum Financial Group, Inc. QUAL Holdings History
Shum Financial Group, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 29,250.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $5.00 Mil. This investment constitutes 4.33% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 2 purchases of QUAL, at an average price of $173.49, for a total of 29,250.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Shum Financial Group, Inc.'s estimated gain on his QUAL holdings is $308,173.17, reflecting a 6.07% gain to date.
Shum Financial Group, Inc. QUAL ($184.03) Holding Chart
Shum Financial Group, Inc. QUAL ($184.03) 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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