Beaumont Financial Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,234 shares of QUAL stock, worth $395,730. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,234
Previous 2,234 -0.0%
Holding current value
$395,730
Previous $367,000 3.81%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$144.62 - $165.44 $4,772 - $5,459
33 Added 1.5%
2,234 $367,000
Q4 2023

Jan 31, 2024
SELL
$127.66 - $147.99 $49,149 - $56,976
-385 Reduced 14.89%
2,201 $323,000
Q3 2023

Nov 01, 2023
BUY
$130.77 - $139.97 $22,623 - $24,214
173 Added 7.17%
2,586 $340,000
Q2 2023

Aug 02, 2023
SELL
$121.98 - $134.87 $29,397 - $32,503
-241 Reduced 9.08%
2,413 $325,000
Q1 2023

May 08, 2023
BUY
$113.23 - $126.2 $11,549 - $12,872
102 Added 4.0%
2,654 $329,000
Q4 2022

Jan 25, 2023
BUY
$103.82 - $121.24 $264,948 - $309,404
2,552 New
2,552 $0

Others Institutions Holding QUAL

# of Institutions
1,345
Shares Held
223M
Call Options Held
22.7K
Put Options Held
11.5K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email