Access Financial Services, Inc. Closed Holding Positions

Access Financial Services, Inc.

$184 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
GD General Dynamics Corp Industrials	Q4 2018 Filed on Feb 19, 2019	5,445	$148.21 - $207.16 $807K - $1.13M
SCHR Schwab Intermediate Term Us Tr ETFs	Q4 2018 Filed on Feb 19, 2019	458,383	N/A
PM Philip Morris International Inc. Consumer Defensive	Q3 2018 Filed on Oct 26, 2018	7,507	$77.45 - $86.84 $581K - $652K
Invesco Preferred Secs ETF	Q3 2018 Filed on Oct 26, 2018	18,832	N/A
Invesco Financial Preferred	Q3 2018 Filed on Oct 26, 2018	157,628	N/A
Ps Kbw Bank Portfolio ETF	Q3 2018 Filed on Oct 26, 2018	48,919	N/A
Invesco Ew Health Care ETF	Q3 2018 Filed on Oct 26, 2018	6,481	N/A
Invesco Ew Energy ETF	Q3 2018 Filed on Oct 26, 2018	12,998	N/A
VCIT Vanguard Intermediate Term Cor ETFs	Q2 2018 Filed on Jul 20, 2018	3,330	N/A
MMP Magellan Midstream Partners, L.P. Energy	Q2 2018 Filed on Jul 20, 2018	10,222	$57.62 - $70.82 $589K - $724K
SCHP Schwab Strategic Us Tips ETF ETFs	Q1 2018 Filed on Apr 27, 2018	190,910	N/A
CMP Compass Minerals International Inc Basic Materials	Q1 2018 Filed on Apr 27, 2018	19,093	$58.85 - $75.65 $1.12M - $1.44M
ADM Archer Daniels Midland CO Consumer Defensive	Q1 2018 Filed on Apr 27, 2018	15,336	$39.78 - $44.53 $610K - $683K
WU Western Union CO Financial Services	Q4 2017 Filed on Jan 16, 2018	74,977	$18.8 - $20.31 $1.41M - $1.52M
WELL Welltower Inc. Real Estate	Q4 2017 Filed on Jan 16, 2018	12,942	$63.27 - $69.55 $819K - $900K
General Electric CO	Q4 2017 Filed on Jan 16, 2018	55,206	N/A
BMY Bristol Myers Squibb CO Healthcare	Q4 2017 Filed on Jan 16, 2018	4,487	$59.94 - $65.35 $269K - $293K
O Realty Income Corp Real Estate	Q4 2017 Filed on Jan 16, 2018	3,645	$51.78 - $56.01 $189K - $204K
Powershares ETF Tr Ii	Q4 2017 Filed on Jan 16, 2018	8,647	N/A

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