Team Financial Group, LLC QSY Holdings History
Team Financial Group, LLC's WISDOMTREE U.S. VALUE FUND Holding Summary
As of 2025-03-31, Team Financial Group, LLC held 96,932.00 shares of WISDOMTREE U.S. VALUE FUND(QSY), totaling $7.96 Mil. This investment constitutes 4.6% of their stock portfolio, and Team Financial Group, LLC now holds -% of the outstanding WISDOMTREE U.S. VALUE FUND(QSY) stock.
The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 5 purchases of QSY, at an average price of $64.61, for a total of 98,715.00 shares. In addition, there have been 1 sales at an average price of $84.71 for 1,783.00 shares. Based on historical transaction data and QSY's current price of $63.37, Team Financial Group, LLC's estimated gain on his QSY holdings is $-84,675.71, reflecting a -1.33% gain to date.
Team Financial Group, LLC QSY ($63.37) Holding Chart
Team Financial Group, LLC QSY ($63.37) 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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