Appleton Group, LLC Closed Holding Positions

Appleton Group, LLC

  • $28.6 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
IYR
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
2,507
$86.95 - $112.38 $218K - $282K
TYL
Tyler Technologies Inc

Technology
Q2 2022 Filed on Jul 27, 2022
806
$303.39 - $444.26 $245K - $358K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2022 Filed on Jul 27, 2022
4,670
$65.79 - $90.02 $307K - $420K
GPN
Global Payments Inc

Industrials
Q1 2022 Filed on May 03, 2022
3,008
$122.65 - $151.62 $369K - $456K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 03, 2022
230,055
$13.13 - $14.91 $3.02M - $3.43M
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 03, 2022
2,327
$114.5 - $173.1 $266K - $403K
COO
Cooper Companies, Inc.

Healthcare
Q1 2022 Filed on May 03, 2022
929
$379.46 - $424.54 $353K - $394K
EMB
Ishares Tr

ETFs
Q1 2022 Filed on May 03, 2022
15,597
$93.87 - $107.98 $1.46M - $1.68M
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
2,518
$142.5 - $168.39 $359K - $424K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2021 Filed on Feb 09, 2022
179,075
$28.68 - $31.96 $5.14M - $5.72M
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Feb 09, 2022
1,672
$142.15 - $177.71 $238K - $297K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 09, 2022
1,192
N/A
BLUE
Bluebird Bio, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
19,495
$8.96 - $16.31 $175K - $318K
BLDR
Builders First Source, Inc.

Industrials
Q3 2021 Filed on Nov 15, 2021
8,874
$40.47 - $54.9 $359K - $487K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2021 Filed on Nov 15, 2021
1,218
$235.18 - $252.25 $286K - $307K
AXP
American Express CO

Financial Services
Q3 2021 Filed on Nov 15, 2021
2,815
$158.72 - $176.77 $447K - $498K
Seagate Technology PLC
Q2 2021 Filed on Aug 05, 2021
6,131
N/A
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q1 2021 Filed on May 07, 2021
3,232
$72.05 - $82.78 $233K - $268K
Proshares Tr
Q4 2020 Filed on Feb 05, 2021
27,266
N/A
Proshares Tr
Q4 2020 Filed on Feb 05, 2021
22,018
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2020 Filed on May 06, 2020
13,135
$20.74 - $37.52 $272K - $493K
LNT
Alliant Energy Corp

Utilities
Q4 2019 Filed on Jan 22, 2020
4,037
$51.5 - $54.95 $208K - $222K
QUAD
Quad/Graphics, Inc.

Industrials
Q4 2019 Filed on Jan 22, 2020
15,230
$3.7 - $11.27 $56.4K - $172K
Spdr Series Trust
Q2 2019 Filed on Aug 07, 2019
53,013
N/A
0
Q1 2019 Filed on Apr 26, 2019
0
N/A
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q4 2018 Filed on Feb 14, 2019
26,788
N/A
MTG
Mgic Investment Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
10,032
$9.41 - $13.17 $94.4K - $132K
WASH
Washington Trust Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
13,844
$46.57 - $56.86 $645K - $787K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
3,834
N/A
BMI
Badger Meter Inc

Technology
Q4 2018 Filed on Feb 14, 2019
3,884
$46.99 - $56.97 $183K - $221K
Spdr Series Trust
Q3 2018 Filed on Nov 13, 2018
50,150
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 01, 2018
48,471
N/A
PLXS
Plexus Corp

Technology
Q2 2018 Filed on Aug 01, 2018
3,377
$54.7 - $62.69 $185K - $212K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2018 Filed on Aug 01, 2018
233,515
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2018 Filed on Aug 01, 2018
1,662
N/A
First Tr Exchange Traded Fd
Q1 2018 Filed on May 02, 2018
6,570
N/A
Powershares ETF Tr Ii
Q1 2018 Filed on May 02, 2018
335,364
N/A
MTW
Manitowoc CO Inc

Industrials
Q1 2018 Filed on May 02, 2018
7,391
$26.93 - $43.59 $199K - $322K
OSK
Oshkosh Corp

Industrials
Q1 2018 Filed on May 02, 2018
2,598
$75.99 - $96.24 $197K - $250K
EXAS
Exact Sciences Corp

Healthcare
Q1 2018 Filed on May 02, 2018
4,179
$39.82 - $57.53 $166K - $240K
Manitowoc Inc
Q4 2017 Filed on Jan 22, 2018
29,568
N/A
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