VISTA INVESTMENT MANAGEMENT QUAL Holdings History
VISTA INVESTMENT MANAGEMENT's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, VISTA INVESTMENT MANAGEMENT held 32,503.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $5.55 Mil. This investment constitutes 2.17% of their stock portfolio, and VISTA INVESTMENT MANAGEMENT now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then VISTA INVESTMENT MANAGEMENT has made 16 purchases of QUAL, at an average price of $99.25, for a total of 34,004.00 shares. In addition, there have been 4 sales at an average price of $140.71 for 1,501.00 shares. Based on historical transaction data and QUAL's current price of $180.37, VISTA INVESTMENT MANAGEMENT's estimated gain on his QUAL holdings is $2.70 Mil, reflecting a 79.97% gain to date.
VISTA INVESTMENT MANAGEMENT QUAL ($180.37) Holding Chart
VISTA INVESTMENT MANAGEMENT QUAL ($180.37) 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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