All Square Wealth Management LLC Closed Holding Positions

All Square Wealth Management LLC

  • $166 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ERF
Enerplus Corp

Energy
Q3 2018 Filed on Nov 02, 2018
100
$11.26 - $13.6 $1.13K - $1.36K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q3 2018 Filed on Nov 02, 2018
4,987
$7.3 - $7.62 $36.4K - $38K
Etracs Alerian Mlp Infrastructure Index Etn
Q3 2018 Filed on Nov 02, 2018
1,615
N/A
Health Care Ppty Invs Inc
Q3 2018 Filed on Nov 02, 2018
848
N/A
GOGL
Golden Ocean Group LTD

Industrials
Q3 2018 Filed on Nov 02, 2018
54
$8.42 - $9.89 $455 - $534
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q3 2018 Filed on Nov 02, 2018
2,205
N/A
STT
State Street Corp

Financial Services
Q3 2018 Filed on Nov 02, 2018
306
$82.85 - $95.33 $25.4K - $29.2K
CMA
Comerica Inc

Financial Services
Q3 2018 Filed on Nov 02, 2018
306
$89.46 - $99.43 $27.4K - $30.4K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q3 2018 Filed on Nov 02, 2018
20
N/A
PBI
Pitney Bowes Inc

Industrials
Q3 2018 Filed on Nov 02, 2018
3,493
$7.06 - $9.27 $24.7K - $32.4K
United States 3 X Oil Fund
Q3 2018 Filed on Nov 02, 2018
80
N/A
Quality Care Pptys Inc Com
Q3 2018 Filed on Nov 02, 2018
156
N/A
Market Vectors ETF Tr Lehman Bros Amt Free Intermed
Q3 2018 Filed on Nov 02, 2018
1,918
N/A
Nabors Industries LTD Shs
Q3 2018 Filed on Nov 02, 2018
385
N/A
ITW
Illinois Tool Works Inc

Industrials
Q3 2018 Filed on Nov 02, 2018
10
$135.14 - $148.44 $1.35K - $1.48K
DLX
Deluxe Corp

Communication Services
Q3 2018 Filed on Nov 02, 2018
446
$55.65 - $66.8 $24.8K - $29.8K
Senior Housing Properties Trust
Q3 2018 Filed on Nov 02, 2018
642
N/A
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 02, 2018
155
$17.56 - $18.34 $2.72K - $2.84K
DWM
Wisdomtree Tr

ETFs
Q3 2018 Filed on Nov 02, 2018
3,375
N/A
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q3 2018 Filed on Nov 02, 2018
500
$5.86 - $10.99 $2.93K - $5.5K
Tcp Cap Corp Com
Q3 2018 Filed on Nov 02, 2018
4,500
N/A
Perspecta Inc Com
Q3 2018 Filed on Nov 02, 2018
168
N/A
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q3 2018 Filed on Nov 02, 2018
7,567
$6.06 - $6.41 $45.9K - $48.5K
FE
Firstenergy Corp

Utilities
Q3 2018 Filed on Nov 02, 2018
670
$34.55 - $38.13 $23.1K - $25.5K
FLEX
Flex Ltd.

Technology
Q3 2018 Filed on Nov 02, 2018
370
$12.9 - $15.25 $4.77K - $5.64K
Powershares Variable Rate Preferred Portfolio
Q2 2018 Filed on Aug 14, 2018
10,000
N/A
COHR
Ii Vi Inc

Technology
Q2 2018 Filed on Aug 14, 2018
0
$149.61 - $185.98 $0 - $0
VOX
Vanguard Communication Service

ETFs
Q2 2018 Filed on Aug 14, 2018
45
N/A
Powershares Kbw Regional Banking Portfolio
Q2 2018 Filed on Aug 14, 2018
175
N/A
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
1,041
N/A
Powershares Global Gold And Precious Metals Portfolio
Q2 2018 Filed on Aug 14, 2018
2,000
N/A
Statoil Asa Sponsored Adr Cmn
Q2 2018 Filed on Aug 14, 2018
500
N/A
Powershares High Yield Equity Dividend Achievers Portfolio
Q2 2018 Filed on Aug 14, 2018
155
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
395
$82.81 - $92.31 $32.7K - $36.5K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
94
$143.89 - $164.95 $13.5K - $15.5K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2018 Filed on Aug 14, 2018
314
$22.47 - $24.54 $7.06K - $7.71K
Powershares Global Water Portfolio Exchange Traded Fd
Q2 2018 Filed on Aug 14, 2018
3,900
N/A
Dr Pepper Snapple Group Inc Com
Q2 2018 Filed on Aug 14, 2018
197
N/A
Raytheon CO Com New
Q2 2018 Filed on Aug 14, 2018
52
N/A
CFG
Citizens Financial Group Inc

Financial Services
Q2 2018 Filed on Aug 14, 2018
0
$38.9 - $43.24 $0 - $0
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
414
$45.68 - $56.86 $18.9K - $23.5K
Blackrock Mun 2020 Term Tr Com Shs
Q2 2018 Filed on Aug 14, 2018
303
N/A
Powershares S&P 500 Equal Weight Technology Portfolio
Q2 2018 Filed on Aug 14, 2018
605
N/A
GDV
Gabelli Dividend & Income Trust

Financial Services
Q2 2018 Filed on Aug 14, 2018
157
$21.66 - $23.19 $3.4K - $3.64K
Powershares ETF Fd Tr Ii S&P Smallcap Consumer
Q2 2018 Filed on Aug 14, 2018
127
N/A
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2018 Filed on Aug 14, 2018
100
N/A
Powershares S&P 500 Equal Weight Portfolio
Q2 2018 Filed on Aug 14, 2018
10,814
N/A
Powershares S&P 500 High Dividend Low Volatility Portfolio
Q2 2018 Filed on Aug 14, 2018
118
N/A
Powershares International Dividend Achievers Portfolio
Q2 2018 Filed on Aug 14, 2018
160
N/A
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