Financial Perspectives, Inc Closed Holding Positions

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q4 2020 Filed on Jan 09, 2024
26
$48.14 - $72.25 $1.25K - $1.88K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q3 2021 Filed on Jan 09, 2024
4,864
$11.71 - $13.15 $57K - $64K
Citigroup Global Mkts Hldgs
Q2 2020 Filed on Jan 09, 2024
4,000
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Jan 09, 2024
10
$1230.68 - $1840.91 $12.3K - $18.4K
ATCO
Atlas Corp.

Financial Services
Q1 2023 Filed on Jan 09, 2024
100
$14.81 - $15.48 $1.48K - $1.55K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Jan 09, 2024
502
$4.02 - $7.31 $2.02K - $3.67K
Alexion Pharmaceuticals Inc
Q2 2020 Filed on Jan 09, 2024
238
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2022 Filed on Jan 09, 2024
293
$38.56 - $49.13 $11.3K - $14.4K
WBT
Welbilt, Inc.

Industrials
Q3 2020 Filed on Jan 09, 2024
400
$5.28 - $7.94 $2.11K - $3.18K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2023 Filed on Jan 09, 2024
268
$74.96 - $77.47 $20.1K - $20.8K
VLO
Valero Energy Corp

Energy
Q1 2021 Filed on Jan 09, 2024
240
$55.73 - $82.48 $13.4K - $19.8K
United Technologies Corp
Q1 2020 Filed on Jan 09, 2024
404
N/A
Unilever N V
Q4 2020 Filed on Jan 09, 2024
479
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on Jan 09, 2024
16
$4.25 - $12.55 $68 - $201
RCII
Rent A Center Inc De

Industrials
Q4 2020 Filed on Jan 09, 2024
20
$30.27 - $39.69 $605 - $794
PSTV
Plus Therapeutics, Inc.

Healthcare
Q2 2023 Filed on Jan 09, 2024
1
$0.23 - $4.91 $0.23 - $4.91
NCR
Ncr Corp

Technology
Q1 2020 Filed on Jan 09, 2024
54
$11.78 - $35.76 $636 - $1.93K
NM
Navios Maritime Holdings Inc.

Industrials
Q1 2020 Filed on Jan 09, 2024
20
$1.45 - $4.35 $29 - $87
NTUS
Natus Medical Inc

Healthcare
Q1 2020 Filed on Jan 09, 2024
33
$19.35 - $34.33 $639 - $1.13K
Micro Focus Intl PLC
Q1 2023 Filed on Jan 09, 2024
11
N/A
Michaels Cos Inc
Q3 2020 Filed on Jan 09, 2024
100
N/A
Marvell Technology Group LTD
Q2 2020 Filed on Jan 09, 2024
325
N/A
MRLN
Marlin Business Services Corp.

Financial Services
Q1 2022 Filed on Jan 09, 2024
290
N/A
Logmein Inc
Q3 2020 Filed on Jan 09, 2024
34
N/A
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2020 Filed on Jan 09, 2024
31,000
$1.31 - $2.09 $40.6K - $64.8K
LIN
Linde PLC

Basic Materials
Q1 2023 Filed on Jan 09, 2024
193
$305.5 - $362.38 $59K - $69.9K
LENB
Lennar Corporation Cl B
Q3 2020 Filed on Jan 09, 2024
1
N/A
LEA
Lear Corp

Consumer Cyclical
Q2 2020 Filed on Jan 09, 2024
86
$70.96 - $125.91 $6.1K - $10.8K
Nic Inc
Q1 2020 Filed on Jan 09, 2024
57
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Jan 09, 2024
95
$11.79 - $17.13 $1.12K - $1.63K
PTR
Petrochina CO LTD

Energy
Q3 2022 Filed on Jan 09, 2024
100
$0.42 - $48.34 $42 - $4.83K
Perspecta Inc
Q2 2021 Filed on Jan 09, 2024
116
N/A
PD
Pager Duty, Inc.

Technology
Q2 2020 Filed on Jan 09, 2024
100
$15.11 - $31.0 $1.51K - $3.1K
OKE
Oneok Inc

Energy
Q2 2023 Filed on Jan 09, 2024
100
$56.58 - $67.03 $5.66K - $6.7K
OGS
One Gas, Inc.

Utilities
Q2 2023 Filed on Jan 09, 2024
90
$76.39 - $83.62 $6.88K - $7.53K
OLN
Olin Corp

Basic Materials
Q1 2020 Filed on Jan 09, 2024
100
$9.34 - $19.06 $934 - $1.91K
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Jan 09, 2024
83
$10.74 - $24.4 $891 - $2.03K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q3 2023 Filed on Jan 09, 2024
2,018
$9.61 - $11.0 $19.4K - $22.2K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q3 2023 Filed on Jan 09, 2024
195
$10.24 - $11.88 $2K - $2.32K
NUVA
Nuvasive Inc

Healthcare
Q3 2023 Filed on Jan 09, 2024
31
$0.0 - $43.61 $0 - $1.35K
NTNX
Nutanix, Inc.

Technology
Q4 2020 Filed on Jan 09, 2024
7,210
$21.37 - $33.86 $154K - $244K
NCNA
Nu Cana PLC

Healthcare
Q2 2020 Filed on Jan 09, 2024
55
$4.87 - $7.37 $268 - $405
Nuance Communications Inc
Q4 2021 Filed on Jan 09, 2024
1,000
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on Jan 09, 2024
0
$32.09 - $47.76 $0 - $0
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