WEALTHSOURCE PARTNERS, LLC QUAL Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 625,172.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $91.99 Mil. This investment constitutes 6.01% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.28% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 9 purchases of QUAL, at an average price of $120.12, for a total of 643,096.00 shares. In addition, there have been 6 sales at an average price of $122.82 for 17,924.00 shares. Based on historical transaction data and QUAL's current price of $182.01, WEALTHSOURCE PARTNERS, LLC's estimated gain on his QUAL holdings is $38.74 Mil, reflecting a 50.15% gain to date.
WEALTHSOURCE PARTNERS, LLC QUAL ($182.01) Holding Chart
WEALTHSOURCE PARTNERS, LLC QUAL ($182.01) 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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