WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC QUAL Holdings History
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 415,488.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $68.29 Mil. This investment constitutes 1.91% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 7 purchases of QUAL, at an average price of $110.27, for a total of 768,085.00 shares. In addition, there have been 9 sales at an average price of $126.45 for 352,597.00 shares. Based on historical transaction data and QUAL's current price of $183.81, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his QUAL holdings is $36.26 Mil, reflecting a 42.81% gain to date.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC QUAL ($183.81) Holding Chart
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC QUAL ($183.81) 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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