Bdo Wealth Advisors, LLC Closed Holding Positions

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
WLKP
Westlake Chemical Partners LP

Basic Materials
Q3 2020 Filed on Nov 12, 2020
359
$18.0 - $21.13 $6.46K - $7.59K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
4,679
$15.68 - $18.48 $73.4K - $86.5K
UBSI
United Bankshares Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
500
$20.86 - $29.22 $10.4K - $14.6K
BCS
Barclays PLC

Financial Services
Q3 2020 Filed on Nov 12, 2020
600
$4.64 - $6.08 $2.78K - $3.65K
VST
Vistra Corp.

Utilities
Q3 2020 Filed on Nov 12, 2020
100
$17.82 - $20.14 $1.78K - $2.01K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q3 2020 Filed on Nov 12, 2020
500
$54.1 - $55.37 $27.1K - $27.7K
Noble Energy Inc
Q3 2020 Filed on Nov 12, 2020
100
N/A
Fauquier Bankshares Inc Va
Q3 2020 Filed on Nov 12, 2020
150
N/A
CNCE
Concert Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
100
$8.67 - $10.82 $867 - $1.08K
Forescout Technologies Inc
Q3 2020 Filed on Nov 12, 2020
100
N/A
IHE
Ishares Tr

ETFs
Q3 2020 Filed on Nov 12, 2020
15
$154.14 - $168.25 $2.31K - $2.52K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q3 2020 Filed on Nov 12, 2020
107
$7.52 - $10.47 $805 - $1.12K
Mylan Nv
Q3 2020 Filed on Nov 12, 2020
61
N/A
HUBB
Hubbell Inc

Industrials
Q3 2020 Filed on Nov 12, 2020
10
$122.96 - $149.01 $1.23K - $1.49K
SWN
Southwestern Energy CO

Energy
Q3 2020 Filed on Nov 12, 2020
100
$2.34 - $3.13 $234 - $313
CLMB
Climb Global Solutions Inc Com
Q2 2020 Filed on Aug 14, 2020
10,359
N/A
Endurance Intl Group Hldgs I
Q2 2020 Filed on Aug 14, 2020
28,000
N/A
TVIXF
Credit Suisse Ag
Q2 2020 Filed on Aug 14, 2020
10
$108.5 - $367.0 $1.09K - $3.67K
Vectoiq Acquisition Corp
Q2 2020 Filed on Aug 14, 2020
650
N/A
AES
Aes Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
2,986
$11.61 - $14.97 $34.7K - $44.7K
IEV
Ishares Tr Europe ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
442
$33.62 - $42.98 $14.9K - $19K
MCHI
Ishares Msci China ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
50
$55.21 - $66.92 $2.76K - $3.35K
CHE
Chemed Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
100
$400.58 - $482.27 $40.1K - $48.2K
ESS
Essex Property Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
152
$190.86 - $276.2 $29K - $42K
LSXMK
Liberty Media Corp

Communication Services
Q2 2020 Filed on Aug 14, 2020
25
$26.79 - $39.82 $670 - $996
Intelsat S A
Q2 2020 Filed on Aug 14, 2020
5,000
N/A
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
400
$35.45 - $51.17 $14.2K - $20.5K
Apergy Corp
Q2 2020 Filed on Aug 14, 2020
50
N/A
AGCO
Agco Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
440
$43.5 - $63.62 $19.1K - $28K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2020 Filed on Aug 14, 2020
443
$22.02 - $30.18 $9.75K - $13.4K
DOW
Dow Inc.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
272
$27.04 - $45.9 $7.35K - $12.5K
Cimarex Energy CO
Q2 2020 Filed on Aug 14, 2020
40
N/A
JBL
Jabil Inc

Technology
Q2 2020 Filed on Aug 14, 2020
590
$22.39 - $34.86 $13.2K - $20.6K
IDEX
Ideanomics, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
250
$0.38 - $3.29 $95 - $823
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
742
$68.83 - $90.91 $51.1K - $67.5K
INTF
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
157
$19.4 - $24.22 $3.05K - $3.8K
National Instrs Corp
Q2 2020 Filed on Aug 14, 2020
780
N/A
NI
Nisource Inc.

Utilities
Q2 2020 Filed on Aug 14, 2020
840
$22.33 - $26.85 $18.8K - $22.6K
HOLX
Hologic Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
970
$32.7 - $57.0 $31.7K - $55.3K
Global X Fds
Q2 2020 Filed on Aug 14, 2020
1,092
N/A
CTRA
Coterra Energy Inc.

Energy
Q2 2020 Filed on Aug 14, 2020
1,600
$16.57 - $22.37 $26.5K - $35.8K
SEIC
Sei Investments CO

Financial Services
Q2 2020 Filed on Aug 14, 2020
29
$44.08 - $60.77 $1.28K - $1.76K
TWLO
Twilio Inc

Communication Services
Q2 2020 Filed on Aug 14, 2020
100
$80.69 - $221.15 $8.07K - $22.1K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
290
N/A
MKL
Markel Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
20
$790.45 - $1049.55 $15.8K - $21K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 14, 2020
3,100
$20.89 - $21.91 $64.8K - $67.9K
ASIX
Advan Six Inc.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
15
$8.82 - $16.52 $132 - $248
Maxim Integrated Prods Inc
Q2 2020 Filed on Aug 14, 2020
310
N/A
IPKW
Invesco ETF Tr Ii Internationa

ETFs
Q2 2020 Filed on Aug 14, 2020
268
$22.34 - $30.52 $5.99K - $8.18K
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