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| Name: |
Cardinal Strategic Wealth Guidance |
| City: |
Louisville |
| State: |
KY |
| Zip: |
40223 |
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data |
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| Holdings
Found :
20 |
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Currently
Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLK |
SPDR Technology Sector |
69 |
Closed |
$204.26 |
$0 |
0 |
0% |
-193,000 |
-1,004 |
0 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
75 |
Closed |
$59.52 |
$0 |
0 |
0% |
-3,000 |
-11 |
0 |
Closed - End Fund - E... |
|
|
XLE |
SPDR Energy Sector |
62 |
Closed |
$93.21 |
$0 |
0 |
0% |
-33,000 |
-397 |
0 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
68 |
Closed |
$142.57 |
$0 |
0 |
0% |
-50,000 |
-369 |
0 |
Closed - End Fund - E... |
|
|
AGEN |
Antigenics Inc |
74 |
Closed |
$0.44 |
$0 |
0 |
0% |
-754,000 |
-910,265 |
0 |
Biotechnology |
|
|
SYBT |
Stock Yards Bancorp Inc |
61 |
Closed |
$46.64 |
$0 |
0 |
0% |
-1,085,000 |
-21,069 |
0 |
Domestic Regional Banks |
|
|
BLK |
BlackRock Inc A |
67 |
Closed |
$780.92 |
$0 |
0 |
0% |
-210,000 |
-259 |
0 |
Investment Brokerage ... |
|
|
FB |
Meta Platforms Inc |
73 |
Closed |
$468.24 |
$0 |
0 |
0% |
-325,000 |
-918 |
0 |
Internet Service Prov... |
|
|
PNC |
PNC Financial Services Grou... |
60 |
Closed |
$156.15 |
$0 |
0 |
0% |
-1,065,000 |
-6,875 |
0 |
Domestic Money Center... |
|
|
VTWV |
Vanguard Russell 2000 Value... |
66 |
Closed |
$136.99 |
$0 |
0 |
0% |
0 |
-1 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
72 |
Closed |
$27.77 |
$0 |
0 |
0% |
-263,000 |
-9,127 |
0 |
Drug Manufacturers - ... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
59 |
Closed |
$81.77 |
$0 |
0 |
0% |
-2,000 |
-29 |
0 |
Closed - End Fund - E... |
|
|
VGIT |
Vanguard Intermediate -Ter |
65 |
Closed |
$57.75 |
$0 |
0 |
0% |
-260,000 |
-4,389 |
0 |
Closed - End Fund - Debt |
|
|
VLUE |
Ishares Msci Usa Value Factor |
71 |
Closed |
$0.00 |
$0 |
0 |
0% |
-29,000 |
-283 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
58 |
Closed |
$188.76 |
$0 |
0 |
0% |
-681,000 |
-4,479 |
0 |
Internet Software & S... |
|
|
VWO |
Vanguard Emerging Markets S... |
77 |
Closed |
$43.24 |
$0 |
0 |
0% |
-43,000 |
-1,050 |
0 |
Closed - End Fund - E... |
|
|
VGLT |
Vanguard Long-Term Governm |
64 |
Closed |
$57.01 |
$0 |
0 |
0% |
-421,000 |
-6,835 |
0 |
N/A |
|
|
SPTS |
Spdr Barclays Short Term Tr... |
70 |
Closed |
$29.48 |
$0 |
0 |
0% |
-287,000 |
-9,892 |
0 |
N/A |
|
|
CVS |
CVS/Caremark Corp |
76 |
Closed |
$55.74 |
$0 |
0 |
0% |
-216,000 |
-2,730 |
0 |
Drug Stores |
|
|
VT |
Vanguard Total World Stock ... |
63 |
Closed |
$109.79 |
$0 |
0 |
0% |
-314,000 |
-3,051 |
0 |
Closed - End Fund - E... |
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