Yoder Wealth Management, Inc. QUAL Holdings History
Yoder Wealth Management, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 45,763.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $7.80 Mil. This investment constitutes 4.39% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. In addition, there have been 7 sales at an average price of $145.37 for 11,041.00 shares. Based on historical transaction data and QUAL's current price of $184.48, Yoder Wealth Management, Inc.'s estimated gain on his QUAL holdings is $3.25 Mil, reflecting a 47.73% gain to date.
Yoder Wealth Management, Inc. QUAL ($184.48) Holding Chart
Yoder Wealth Management, Inc. QUAL ($184.48) 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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