WATERSHED PRIVATE WEALTH LLC QUAL Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 83,731.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $15.31 Mil. This investment constitutes 5.57% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 7 purchases of QUAL, at an average price of $161.30, for a total of 83,731.00 shares. Based on historical transaction data and QUAL's current price of $186.15, WATERSHED PRIVATE WEALTH LLC's estimated gain on his QUAL holdings is $2.08 Mil, reflecting a 15.41% gain to date.
WATERSHED PRIVATE WEALTH LLC QUAL ($186.15) Holding Chart
WATERSHED PRIVATE WEALTH LLC 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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