Signify Wealth QUAL Holdings History
Signify Wealth's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2024-12-31, Signify Wealth held 23,859.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $4.25 Mil. This investment constitutes 4.8% of their stock portfolio, and Signify Wealth now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q3. And since then Signify Wealth has made 5 purchases of QUAL, at an average price of $145.62, for a total of 23,949.00 shares. In addition, there have been 1 sales at an average price of $164.20 for 90.00 shares. Based on historical transaction data and QUAL's current price of $184.25, Signify Wealth's estimated gain on his QUAL holdings is $923,304.94, reflecting a 26.47% gain to date.
Signify Wealth QUAL ($184.25) Holding Chart
Signify Wealth QUAL ($184.25) 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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