Watts Gwilliam & Co., LLC QUAL Holdings History
Watts Gwilliam & Co., LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Watts Gwilliam & Co., LLC held 67,796.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $11.59 Mil. This investment constitutes 2.51% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 1 purchases of QUAL, at an average price of $156.36, for a total of 70,786.00 shares. In addition, there have been 2 sales at an average price of $181.38 for 2,990.00 shares. Based on historical transaction data and QUAL's current price of $184.97, Watts Gwilliam & Co., LLC's estimated gain on his QUAL holdings is $2.01 Mil, reflecting a 18.20% gain to date.
Watts Gwilliam & Co., LLC QUAL ($184.97) Holding Chart
Watts Gwilliam & Co., LLC QUAL ($184.97) 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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