Tobias Financial Advisors, Inc. QUAL Holdings History
Tobias Financial Advisors, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 98,106.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $16.77 Mil. This investment constitutes 3.26% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Tobias Financial Advisors, Inc. has made 14 purchases of QUAL, at an average price of $113.04, for a total of 239,239.00 shares. In addition, there have been 6 sales at an average price of $129.75 for 141,133.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Tobias Financial Advisors, Inc.'s estimated gain on his QUAL holdings is $9.54 Mil, reflecting a 35.28% gain to date.
Tobias Financial Advisors, Inc. QUAL ($186.25) Holding Chart
Tobias Financial Advisors, Inc. QUAL ($186.25) 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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