Correct Capital Wealth Management Closed Positions in Q2 2024

Correct Capital Wealth Management

  • $325 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-139K
Closed
$121.57 - $132.2 $16.9M - $18.4M
0 $0
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-231K
Closed
$65.46 - $70.15 $15.1M - $16.2M
0 $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-10.4K
Closed
$113.43 - $115.88 $1.18M - $1.21M
0 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-6.52K
Closed
$169.76 - $184.45 $1.11M - $1.2M
0 $0
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-13.5K
Closed
$71.43 - $75.61 $961K - $1.02M
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-12.5K
Closed
$73.08 - $78.4 $911K - $978K
0 $0
XLF
Financial Sector Spdr

ETFs
-21.9K
Closed
$39.59 - $42.49 $865K - $929K
0 $0
IEF
Ishares Barclays

ETFs
-9.5K
Closed
$91.24 - $94.6 $867K - $899K
0 $0
BMY
Bristol Myers Squibb CO

Healthcare
-15.1K
Closed
$40.25 - $52.99 $609K - $801K
0 $0
XLU
Utilities Sector Spdr

ETFs
-9.3K
Closed
$62.77 - $72.87 $584K - $678K
0 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
-18.4K
Closed
$14.45 - $22.83 $266K - $420K
0 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.34K
Closed
$76.35 - $77.35 $408K - $413K
0 $0
SHW
Sherwin Williams CO

Basic Materials
-778
Closed
$291.95 - $338.16 $227K - $263K
0 $0
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-4.07K
Closed
$60.18 - $70.42 $245K - $286K
0 $0
KEYS
Keysight Technologies, Inc.

Technology
-1.62K
Closed
$135.22 - $160.14 $218K - $259K
0 $0
VB
Vanguard Small Cap ETF

ETFs
-913
Closed
$210.76 - $226.94 $192K - $207K
0 $0
CCJ
Cameco Corp

Energy
-4.79K
Closed
$45.63 - $55.51 $218K - $266K
0 $0
CAT
Caterpillar Inc

Industrials
-563
Closed
$321.47 - $379.3 $181K - $214K
0 $0
UUUU
Energy Fuels Inc

Energy
-32.6K
Closed
$5.18 - $7.0 $169K - $228K
0 $0
GIS
General Mills Inc

Consumer Defensive
-2.86K
Closed
$63.26 - $71.61 $181K - $205K
0 $0
Activity Summary
Buys All Purchases 64 New Holdings 1 Increased Positions 63 Sells All Sells 43 Reductions 22 Sold out 21 Options Calls 1 Puts 1
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