Wallace Advisory Group, LLC QUAL Holdings History
Wallace Advisory Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 3,925.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $698,960.00. This investment constitutes 0.48% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q2. And since then Wallace Advisory Group, LLC has made 1 purchases of QUAL, at an average price of $164.20, for a total of 11,756.00 shares. In addition, there have been 3 sales at an average price of $179.02 for 7,831.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Wallace Advisory Group, LLC's estimated gain on his QUAL holdings is $193,926.40, reflecting a 10.05% gain to date.
Wallace Advisory Group, LLC QUAL ($184.03) Holding Chart
Wallace Advisory Group, LLC QUAL ($184.03) 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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