Bcs Wealth Management Closed Holding Positions

Bcs Wealth Management

  • $402 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
2,825
$62.75 - $78.76 $177K - $222K
MGV
Vanguard Mega Cap Value

ETFs
Q2 2022 Filed on Jul 29, 2022
2,462
$93.26 - $109.21 $230K - $269K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
1,135
$163.9 - $207.91 $186K - $236K
Pennsylvania Real Estate Inv
Q2 2022 Filed on Jul 29, 2022
26,499
N/A
FHN
First Horizon Corp

Financial Services
Q1 2022 Filed on Apr 28, 2022
10,485
$16.74 - $23.87 $176K - $250K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2022 Filed on Apr 28, 2022
2,555
$78.85 - $87.08 $201K - $222K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
495
$411.5 - $564.37 $204K - $279K
USAC
Usa Compression Partners, LP

Energy
Q1 2022 Filed on Apr 28, 2022
12,750
$15.62 - $18.18 $199K - $232K
MCK
Mckesson Corp

Healthcare
Q1 2022 Filed on Apr 28, 2022
1,359
$244.61 - $310.48 $332K - $422K
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
4,360
$53.18 - $63.16 $232K - $275K
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on Apr 28, 2022
5,646
$74.69 - $85.0 $422K - $480K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2022 Filed on Apr 28, 2022
2,921
$62.23 - $68.01 $182K - $199K
Kirkland Lake Gold LTD
Q1 2022 Filed on Apr 28, 2022
8,507
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 18, 2022
256,230
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 18, 2022
518,173
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 18, 2022
32,123
N/A
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
1,970
$138.92 - $146.94 $274K - $289K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
2,774
$65.64 - $84.77 $182K - $235K
General Electric CO
Q3 2021 Filed on Oct 25, 2021
10,589
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
1,000
$187.78 - $227.01 $188K - $227K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on Apr 28, 2021
3,712
$93.7 - $99.63 $348K - $370K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q1 2021 Filed on Apr 28, 2021
55,362
$20.02 - $20.81 $1.11M - $1.15M
Direxion Shs ETF Tr
Q1 2021 Filed on Apr 28, 2021
10,450
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2021 Filed on Apr 28, 2021
5,506
$36.33 - $38.6 $200K - $213K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Jan 21, 2021
2,298
$119.27 - $121.81 $274K - $280K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 21, 2021
348,364
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 21, 2021
532,741
N/A
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2020 Filed on Jan 21, 2021
1,742
N/A
Neos Therapeutics Inc
Q3 2020 Filed on Oct 23, 2020
29,520
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2020 Filed on Oct 23, 2020
5,266
$69.99 - $81.94 $369K - $431K
Sunesis Pharmaceuticals Inc
Q3 2020 Filed on Oct 23, 2020
83,356
N/A
LTMAY
Latam Airlines
Q3 2020 Filed on Oct 23, 2020
14,059
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 21, 2020
42,200
N/A
Citigroup Global Mkts Hldgs
Q2 2020 Filed on Jul 21, 2020
13,600
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on Apr 10, 2020
3,975
$42.11 - $71.71 $167K - $285K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q1 2020 Filed on Apr 10, 2020
1,777
$37.58 - $60.82 $66.8K - $108K
Sprint Corporation
Q1 2020 Filed on Apr 10, 2020
11,235
N/A
PGHY
Invesco ETF Tr Ii Global Short

ETFs
Q1 2020 Filed on Apr 10, 2020
84,446
$18.18 - $23.0 $1.54M - $1.94M
EW
Edwards Lifesciences Corp

Healthcare
Q1 2020 Filed on Apr 10, 2020
871
$52.41 - $81.0 $45.6K - $70.6K
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