Symphony Financial, Ltd. Co. QUAL Holdings History
Symphony Financial, Ltd. Co.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 34,896.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $5.76 Mil. This investment constitutes 3.41% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then Symphony Financial, Ltd. Co. has made 10 purchases of QUAL, at an average price of $123.84, for a total of 206,219.00 shares. In addition, there have been 9 sales at an average price of $133.92 for 171,323.00 shares. Based on historical transaction data and QUAL's current price of $184.94, Symphony Financial, Ltd. Co.'s estimated gain on his QUAL holdings is $3.86 Mil, reflecting a 15.11% gain to date.
Symphony Financial, Ltd. Co. QUAL ($184.94) Holding Chart
Symphony Financial, Ltd. Co. QUAL ($184.94) 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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