Cardinal Strategic Wealth Guidance QUAL Holdings History
Cardinal Strategic Wealth Guidance's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Cardinal Strategic Wealth Guidance held 215,406.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $39.38 Mil. This investment constitutes 11.36% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Cardinal Strategic Wealth Guidance has made 17 purchases of QUAL, at an average price of $133.18, for a total of 262,429.00 shares. In addition, there have been 4 sales at an average price of $154.08 for 47,023.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Cardinal Strategic Wealth Guidance's estimated gain on his QUAL holdings is $12.41 Mil, reflecting a 35.52% gain to date.
Cardinal Strategic Wealth Guidance QUAL ($186.25) Holding Chart
Cardinal Strategic Wealth Guidance QUAL ($186.25) 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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