Stewardship Financial Advisors, LLC QUAL Holdings History
Stewardship Financial Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2021-03-31, Stewardship Financial Advisors, LLC held 384,440.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $46.82 Mil. This investment constitutes 16.44% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.22% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Stewardship Financial Advisors, LLC has made 2 purchases of QUAL, at an average price of $91.79, for a total of 401,901.00 shares. In addition, there have been 2 sales at an average price of $106.64 for 17,461.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Stewardship Financial Advisors, LLC's estimated gain on his QUAL holdings is $36.54 Mil, reflecting a 99.04% gain to date.
Stewardship Financial Advisors, LLC QUAL ($186.15) Holding Chart
Stewardship Financial Advisors, LLC QUAL ($186.15) 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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