Triumph Capital Management QUAL Holdings History
Triumph Capital Management's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Triumph Capital Management held 22,178.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $4.05 Mil. This investment constitutes 1.22% of their stock portfolio, and Triumph Capital Management now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q2. And since then Triumph Capital Management has made 8 purchases of QUAL, at an average price of $147.59, for a total of 36,480.00 shares. In addition, there have been 8 sales at an average price of $163.98 for 14,302.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Triumph Capital Management's estimated gain on his QUAL holdings is $1.09 Mil, reflecting a 20.23% gain to date.
Triumph Capital Management QUAL ($186.15) Holding Chart
Triumph Capital Management QUAL ($186.15) 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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