Strategic Wealth Management Group, LLC IQLT Holdings History
Strategic Wealth Management Group, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 195,677.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $7.54 Mil. This investment constitutes 2.76% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0.16% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2020Q3. And since then Strategic Wealth Management Group, LLC has made 3 purchases of IQLT, at an average price of $31.67, for a total of 198,530.00 shares. In addition, there have been 1 sales at an average price of $38.22 for 2,853.00 shares. Based on historical transaction data and IQLT's current price of $42.57, Strategic Wealth Management Group, LLC's estimated gain on his IQLT holdings is $2.15 Mil, reflecting a 34.23% gain to date.
Strategic Wealth Management Group, LLC IQLT ($42.57) Holding Chart
Strategic Wealth Management Group, LLC IQLT ($42.57) 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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