Number of Shares
36,227.00
Current Holdings Value*
$5.68 Mil
% of Portfolio
2.22%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
36.83%

VISTA INVESTMENT MANAGEMENT's SPDR MSCI USA StrategicFactors SM ETF Holding Summary

As of 2025-03-31, VISTA INVESTMENT MANAGEMENT held 36,227.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $5.68 Mil. This investment constitutes 2.22% of their stock portfolio, and VISTA INVESTMENT MANAGEMENT now holds 0.38% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.

The initial trade took place in 2021Q2. And since then VISTA INVESTMENT MANAGEMENT has made 13 purchases of QUS, at an average price of $117.14, for a total of 37,134.00 shares. In addition, there have been 3 sales at an average price of $130.86 for 907.00 shares. Based on historical transaction data and QUS's current price of $161.03, VISTA INVESTMENT MANAGEMENT's estimated gain on his QUS holdings is $1.60 Mil, reflecting a 36.83% gain to date.

VISTA INVESTMENT MANAGEMENT QUS ($161.03) Holding Chart

VISTA INVESTMENT MANAGEMENT QUS ($161.03) 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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