Barry Investment Advisors, LLC Closed Holding Positions

Barry Investment Advisors, LLC

  • $322 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Jul 27, 2022
2,846
$93.11 - $101.59 $265K - $289K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Jul 27, 2022
15,818
$42.05 - $47.77 $665K - $756K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
387
$628.16 - $1145.45 $243K - $443K
BA
Boeing CO

Industrials
Q2 2022 Filed on Jul 27, 2022
1,322
$115.86 - $191.18 $153K - $253K
L
Loews Corp

Financial Services
Q2 2022 Filed on Jul 27, 2022
4,871
$56.9 - $67.36 $277K - $328K
HOLX
Hologic Inc

Healthcare
Q2 2022 Filed on Jul 27, 2022
2,679
$67.12 - $79.99 $180K - $214K
ITA
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
8,260
$93.66 - $112.65 $774K - $930K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
Q2 2022 Filed on Jul 27, 2022
5,022
$43.07 - $51.1 $216K - $257K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2022 Filed on Jul 27, 2022
117,120
N/A
EWEB
Global X Fds Emerging Mkts Int

ETFs
Q2 2022 Filed on Jul 27, 2022
10,332
N/A
ELP
Energy CO Of Parana

Utilities
Q2 2022 Filed on Jul 27, 2022
14,138
$6.23 - $8.01 $88.1K - $113K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 27, 2022
2,291
$93.29 - $138.58 $214K - $317K
UGI
Ugi Corp

Utilities
Q2 2022 Filed on Jul 27, 2022
7,636
$34.3 - $44.54 $262K - $340K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Jul 27, 2022
1,037
$183.02 - $230.52 $190K - $239K
Wisdomtree Tr
Q1 2022 Filed on May 10, 2022
24,071
N/A
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2022 Filed on May 10, 2022
7,090
$33.04 - $38.88 $234K - $276K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
28,191
$44.64 - $55.71 $1.26M - $1.57M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2022 Filed on May 10, 2022
3,141
$58.39 - $75.24 $183K - $236K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2022 Filed on May 10, 2022
3,987
$50.05 - $53.52 $200K - $213K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2022 Filed on May 10, 2022
9,375
$117.53 - $144.59 $1.1M - $1.36M
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
4,518
$39.83 - $65.74 $180K - $297K
IEFA
Ishares Tr

ETFs
Q1 2022 Filed on May 10, 2022
3,049
$63.26 - $75.48 $193K - $230K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 10, 2022
23,044
$9.81 - $15.4 $226K - $355K
NSP
Insperity, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
63,371
$109.1 - $129.2 $6.91M - $8.19M
Kraneshares Tr
Q4 2021 Filed on Feb 14, 2022
7,167
N/A
General Electric CO
Q3 2021 Filed on Oct 29, 2021
14,985
N/A
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 29, 2021
27,999
$19.24 - $33.5 $539K - $938K
MGA
Magna International Inc

Consumer Cyclical
Q3 2021 Filed on Oct 29, 2021
2,330
$74.21 - $94.14 $173K - $219K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2021 Filed on Oct 29, 2021
6,561
$58.84 - $65.19 $386K - $428K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2021 Filed on Jul 29, 2021
11,090
$57.52 - $68.77 $638K - $763K
SCHW
Schwab Charles Corp

Financial Services
Q2 2021 Filed on Jul 29, 2021
3,264
$63.69 - $76.01 $208K - $248K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2021 Filed on Apr 19, 2021
2,664
$85.76 - $109.5 $228K - $292K
LUV
Southwest Airlines CO

Industrials
Q1 2021 Filed on Apr 19, 2021
6,876
$43.94 - $62.1 $302K - $427K
Colony Cr Real Estate Inc
Q1 2021 Filed on Apr 19, 2021
22,884
N/A
Conversion Labs Inc
Q1 2021 Filed on Apr 19, 2021
83,200
N/A
Discovery Inc
Q1 2021 Filed on Apr 19, 2021
9,701
N/A
Colony Cap Inc New
Q1 2021 Filed on Apr 19, 2021
144,946
N/A
ORCL
Oracle Corp

Technology
Q4 2020 Filed on Feb 04, 2021
123,099
$55.59 - $65.3 $6.84M - $8.04M
FDX
Fedex Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
20,251
$155.48 - $254.44 $3.15M - $5.15M
Alps ETF Tr
Q2 2020 Filed on Jul 20, 2020
130,192
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2020 Filed on Jul 20, 2020
557,088
$9.28 - $17.31 $5.17M - $9.64M
EDV
Vanguard Extended Duration Tre

ETFs
Q2 2020 Filed on Jul 20, 2020
1,399
$155.69 - $176.87 $218K - $247K
Global X Fds
Q2 2020 Filed on Jul 20, 2020
753,186
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
77,580
$45.65 - $122.8 $3.54M - $9.53M
Viacom Inc New
Q4 2019 Filed on Jan 21, 2020
315,672
N/A
China Mobile Limited
Q4 2019 Filed on Jan 21, 2020
101,378
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 05, 2019
6,051
N/A
HL
Hecla Mining CO

Basic Materials
Q3 2019 Filed on Nov 05, 2019
10,000
$1.44 - $2.07 $14.4K - $20.7K
Raytheon CO
Q3 2019 Filed on Nov 05, 2019
1,512
N/A
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