Spectrum Planning & Advisory Services Inc. QUAL Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Spectrum Planning & Advisory Services Inc. held 43,322.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $7.92 Mil. This investment constitutes 5.12% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q1. And since then Spectrum Planning & Advisory Services Inc. has made 7 purchases of QUAL, at an average price of $127.96, for a total of 69,247.00 shares. In addition, there have been 6 sales at an average price of $140.24 for 25,925.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Spectrum Planning & Advisory Services Inc.'s estimated gain on his QUAL holdings is $2.75 Mil, reflecting a 31.01% gain to date.
Spectrum Planning & Advisory Services Inc. QUAL ($184.03) Holding Chart
Spectrum Planning & Advisory Services 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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