9258 Wealth Management, LLC Closed Holding Positions

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Chesapeake Energy Corp Com
Q1 2020 Filed on May 05, 2020
75,226
N/A
United Technologies Corp Com
Q1 2020 Filed on May 05, 2020
8,187
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q1 2020 Filed on May 05, 2020
14,215
$9.38 - $19.62 $133K - $279K
SHV
Ishares Tr

ETFs
Q1 2020 Filed on May 05, 2020
3,998
$110.45 - $111.07 $442K - $444K
AYX
Alteryx, Inc.

Technology
Q1 2020 Filed on May 05, 2020
2,400
$80.98 - $158.0 $194K - $379K
Western Asset Var Rt Strg Fd Com
Q1 2020 Filed on May 05, 2020
10,046
N/A
Mcdermott Intl Inc Com
Q1 2020 Filed on May 05, 2020
26,172
N/A
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q1 2020 Filed on May 05, 2020
12,584
$3.47 - $4.9 $43.7K - $61.7K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
Q1 2020 Filed on May 05, 2020
7,200
$17.75 - $29.8 $128K - $215K
SENS
Senseonics Holdings, Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
35,000
$0.56 - $1.62 $19.6K - $56.7K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q1 2020 Filed on May 05, 2020
2,500
$62.13 - $89.54 $155K - $224K
CYBR
Cyber Ark Software Ltd.

Technology
Q1 2020 Filed on May 05, 2020
1,900
$72.78 - $142.97 $138K - $272K
Pattern Energy Group Inc Cl A
Q1 2020 Filed on May 05, 2020
8,750
N/A
SKYW
Skywest Inc

Industrials
Q1 2020 Filed on May 05, 2020
3,257
$12.07 - $66.2 $39.3K - $216K
CHKP
Check Point Software Technologies LTD

Technology
Q1 2020 Filed on May 05, 2020
1,970
$82.05 - $119.28 $162K - $235K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
11,000
$7.14 - $15.99 $78.5K - $176K
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on May 05, 2020
3,766
$25.69 - $56.67 $96.7K - $213K
OLED
Universal Display Corp Pa

Technology
Q1 2020 Filed on May 05, 2020
1,215
$107.37 - $218.4 $130K - $265K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2020 Filed on May 05, 2020
4,900
$26.39 - $47.49 $129K - $233K
TDG
Trans Digm Group Inc

Industrials
Q1 2020 Filed on May 05, 2020
758
$245.79 - $657.93 $186K - $499K
VIVO
Meridian Bioscience Inc

Healthcare
Q1 2020 Filed on May 05, 2020
17,425
$5.57 - $11.5 $97.1K - $200K
AEG
Aegon Nv

Financial Services
Q1 2020 Filed on May 05, 2020
11,560
$1.88 - $4.6 $21.7K - $53.2K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 05, 2020
3,523
$20.14 - $55.75 $71K - $196K
Raytheon CO Com New
Q1 2020 Filed on May 05, 2020
2,460
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 05, 2020
3,298
$105.05 - $134.27 $346K - $443K
ADSK
Autodesk, Inc.

Technology
Q1 2020 Filed on May 05, 2020
1,090
$136.0 - $210.76 $148K - $230K
PPG
Ppg Industries Inc

Basic Materials
Q1 2020 Filed on May 05, 2020
1,771
$72.5 - $131.6 $128K - $233K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2019 Filed on Feb 06, 2020
5,965
$54.79 - $56.05 $327K - $334K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2019 Filed on Feb 06, 2020
5,320
$56.32 - $57.23 $300K - $304K
Celgene Corp
Q4 2019 Filed on Feb 06, 2020
2,125
N/A
Direxion Daily S&P Oil Services Bull 3 X Shares
Q4 2019 Filed on Feb 06, 2020
13,051
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2019 Filed on Feb 06, 2020
5,420
$53.04 - $53.35 $287K - $289K
Nuvectra Corp
Q4 2019 Filed on Feb 06, 2020
10,346
N/A
Worldpay Inc Cl A
Q3 2019 Filed on Nov 07, 2019
1,962
N/A
VSTM
Verastem, Inc.

Healthcare
Q3 2019 Filed on Nov 07, 2019
12,396
$1.21 - $1.59 $15K - $19.7K
Bank First Corporation Com
Q3 2019 Filed on Nov 07, 2019
2,997
N/A
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q3 2019 Filed on Nov 07, 2019
11,222
$14.64 - $16.7 $164K - $187K
Teekay Tankers LTD Cl A
Q3 2019 Filed on Nov 07, 2019
10,000
N/A
Dowdupont Incorporated
Q2 2019 Filed on Aug 07, 2019
6,860
N/A
Volpara Health Technolgies Limited Shs
Q2 2019 Filed on Aug 07, 2019
51,500
N/A
BG
Bungeltd

Consumer Defensive
Q2 2019 Filed on Aug 07, 2019
3,775
$48.6 - $57.98 $183K - $219K
Mfs Intermarket Income Trust I Sh Ben Int
Q2 2019 Filed on Aug 07, 2019
32,696
N/A
Anr Incorporated Right
Q2 2019 Filed on Aug 07, 2019
10,292
N/A
Weatherford International PLC Ord Shs
Q2 2019 Filed on Aug 07, 2019
15,315
N/A
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q2 2019 Filed on Aug 07, 2019
3,885
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q2 2019 Filed on Aug 07, 2019
80,000
$1.8 - $2.67 $144K - $214K
Valeritas Hldgs Incorporated Com New
Q2 2019 Filed on Aug 07, 2019
20,845
N/A
Archer Entertainment Media Comm Incorporated Com New
Q2 2019 Filed on Aug 07, 2019
10,000
N/A
Mylan N V Shs Euro
Q2 2019 Filed on Aug 07, 2019
8,453
N/A
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