Alpha Cubed Investments, LLC Closed Holding Positions

Alpha Cubed Investments, LLC

  • $2.24 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Raytheon CO
Q2 2020 Filed on Jul 13, 2020
1,896
N/A
United Technologies Corp
Q2 2020 Filed on Jul 13, 2020
5,631
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Jul 13, 2020
11,000
N/A
Cypress Semiconductor Corp
Q2 2020 Filed on Jul 13, 2020
9,000
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Jul 13, 2020
10,795
$44.63 - $51.65 $482K - $558K
CUZ
Cousins Properties Inc

Real Estate
Q1 2020 Filed on Apr 10, 2020
5,836
$22.7 - $42.76 $132K - $250K
Hsbc Hldgs PLC
Q1 2020 Filed on Apr 10, 2020
10,000
N/A
WTER
Alkaline Water CO Inc

Consumer Defensive
Q1 2020 Filed on Apr 10, 2020
25,000
$0.43 - $1.67 $10.8K - $41.8K
AFL
Aflac Inc

Financial Services
Q1 2020 Filed on Apr 10, 2020
3,848
$25.27 - $53.42 $97.2K - $206K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2020 Filed on Apr 10, 2020
4,768
$46.61 - $69.67 $222K - $332K
SBR
Sabine Royalty Trust

Energy
Q1 2020 Filed on Apr 10, 2020
6,012
$24.01 - $42.08 $144K - $253K
Aurora Cannabis Inc
Q1 2020 Filed on Apr 10, 2020
37,728
N/A
LBTYK
Liberty Global PLC

Communication Services
Q1 2020 Filed on Apr 10, 2020
9,503
$14.75 - $21.6 $140K - $205K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2020 Filed on Apr 10, 2020
6,603
$30.46 - $45.91 $201K - $303K
IWC
Russell Micro Cap ETF

ETFs
Q1 2020 Filed on Apr 10, 2020
2,718
$57.05 - $101.1 $155K - $275K
ATHX
Athersys, Inc

Healthcare
Q1 2020 Filed on Apr 10, 2020
20,000
$1.17 - $3.0 $23.4K - $60K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2019 Filed on Jan 17, 2020
5,567
$52.08 - $62.72 $290K - $349K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2019 Filed on Jan 17, 2020
3,006
$65.41 - $72.07 $197K - $217K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2019 Filed on Jan 17, 2020
112,145
N/A
Blackrock Muniyield Calif Fd
Q4 2019 Filed on Jan 17, 2020
10,000
N/A
IDA
Idacorp Inc

Utilities
Q4 2019 Filed on Jan 17, 2020
2,300
$102.07 - $113.25 $235K - $260K
HES
Hess Corp

Energy
Q4 2019 Filed on Jan 17, 2020
3,618
$59.32 - $72.8 $215K - $263K
E Trade Financial Corp
Q4 2019 Filed on Jan 17, 2020
4,757
N/A
Acorda Therapeutics Inc
Q4 2019 Filed on Jan 17, 2020
33,000
N/A
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
Q4 2019 Filed on Jan 17, 2020
13,000
$11.1 - $11.4 $144K - $148K
Celgene Corp
Q4 2019 Filed on Jan 17, 2020
5,885
N/A
Altaba Inc
Q3 2019 Filed on Oct 18, 2019
4,361
N/A
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 18, 2019
13,000
$10.33 - $10.84 $134K - $141K
QLD
Proshares Ultra Qqq

ETFs
Q3 2019 Filed on Oct 18, 2019
37,639
$23.77 - $25.28 $895K - $952K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2019 Filed on Oct 18, 2019
1,680
$147.12 - $150.91 $247K - $254K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q3 2019 Filed on Oct 18, 2019
6,355
$25.47 - $33.37 $162K - $212K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q3 2019 Filed on Oct 18, 2019
11,500
$16.63 - $17.57 $191K - $202K
CGC
Canopy Growth Corp

Healthcare
Q3 2019 Filed on Oct 18, 2019
6,345
$22.93 - $41.06 $145K - $261K
Chemical Finl Corp
Q3 2019 Filed on Oct 18, 2019
11,725
N/A
Nanoviricides Inc
Q3 2019 Filed on Oct 18, 2019
26,400
N/A
HSY
Hershey CO

Consumer Defensive
Q3 2019 Filed on Oct 18, 2019
17,350
$134.25 - $161.4 $2.33M - $2.8M
Hospitality Pptys Tr
Q3 2019 Filed on Oct 18, 2019
12,200
N/A
VRSN
Verisign Inc

Technology
Q3 2019 Filed on Oct 18, 2019
10,270
$186.78 - $221.04 $1.92M - $2.27M
PAA
Plains All American Pipeline LP

Energy
Q2 2019 Filed on Jul 19, 2019
8,365
$22.57 - $24.91 $189K - $208K
Amerigas Partners L P
Q2 2019 Filed on Jul 19, 2019
10,041
N/A
WT
Wisdomtree, Inc.
Q2 2019 Filed on Jul 19, 2019
10,500
N/A
Tier Reit Inc
Q2 2019 Filed on Jul 19, 2019
9,105
N/A
CORR
Cor Energy Infrastructure Trust, Inc.

Real Estate
Q2 2019 Filed on Jul 19, 2019
6,311
$37.19 - $40.91 $235K - $258K
R
Ryder System Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
27,372
$50.5 - $67.19 $1.38M - $1.84M
Suncoke Energy Partners L P
Q2 2019 Filed on Jul 19, 2019
16,655
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
16,248
N/A
Unilever N V
Q2 2019 Filed on Jul 19, 2019
3,605
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
3,735
$104.99 - $132.14 $392K - $494K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2019 Filed on Jul 19, 2019
1,402
N/A
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