Wealth Quarterback LLC QUAL Holdings History
Wealth Quarterback LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Wealth Quarterback LLC held 82,350.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $14.07 Mil. This investment constitutes 7.92% of their stock portfolio, and Wealth Quarterback LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Wealth Quarterback LLC has made 8 purchases of QUAL, at an average price of $129.30, for a total of 159,674.00 shares. In addition, there have been 8 sales at an average price of $132.92 for 77,324.00 shares. Based on historical transaction data and QUAL's current price of $180.37, Wealth Quarterback LLC's estimated gain on his QUAL holdings is $4.49 Mil, reflecting a 21.72% gain to date.
Wealth Quarterback LLC QUAL ($180.37) Holding Chart
Wealth Quarterback LLC QUAL ($180.37) 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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