Bdo Wealth Advisors, LLC Closed Holding Positions

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
VXZ
Barclays Bank PLC

ETFs
Q1 2020 Filed on May 15, 2020
6,700
$16.44 - $38.54 $110K - $258K
ACIW
Aci Worldwide, Inc.

Technology
Q1 2020 Filed on May 15, 2020
120
$21.19 - $39.06 $2.54K - $4.69K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2020 Filed on May 15, 2020
3,384
$19.66 - $31.28 $66.5K - $106K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on May 15, 2020
3
N/A
COUP
Coupa Software Inc

Technology
Q1 2020 Filed on May 15, 2020
30
$109.57 - $173.64 $3.29K - $5.21K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2020 Filed on May 15, 2020
13
$46.79 - $49.92 $608 - $649
SHV
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
1
$110.45 - $111.07 $110 - $111
EGP
Eastgroup Properties Inc

Real Estate
Q1 2020 Filed on May 15, 2020
40
$88.12 - $142.36 $3.52K - $5.69K
POR
Portland General Electric CO

Utilities
Q1 2020 Filed on May 15, 2020
100
$39.72 - $62.46 $3.97K - $6.25K
SNX
Td Synnex Corp

Technology
Q1 2020 Filed on May 15, 2020
50
$32.99 - $75.07 $1.65K - $3.75K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2020 Filed on May 15, 2020
4,978
$14.28 - $25.67 $71.1K - $128K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on May 15, 2020
29,750
$18.14 - $21.97 $540K - $654K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on May 15, 2020
7,450
$18.67 - $22.11 $139K - $165K
FFIN
First Financial Bankshares Inc

Financial Services
Q1 2020 Filed on May 15, 2020
100
$23.52 - $35.16 $2.35K - $3.52K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on May 15, 2020
1,900
$17.83 - $21.36 $33.9K - $40.6K
FR
First Industrial Realty Trust Inc

Real Estate
Q1 2020 Filed on May 15, 2020
86
$27.09 - $46.01 $2.33K - $3.96K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
30
$61.05 - $164.37 $1.83K - $4.93K
TLTE
Flexshares Tr Morningstar Emer

ETFs
Q1 2020 Filed on May 15, 2020
694
$34.22 - $54.33 $23.7K - $37.7K
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
100
$33.95 - $53.35 $3.4K - $5.34K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q1 2020 Filed on May 15, 2020
200
$29.06 - $36.05 $5.81K - $7.21K
Iberiabank Corp
Q1 2020 Filed on May 15, 2020
58
N/A
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
105
$107.33 - $150.48 $11.3K - $15.8K
Pattern Energy Group Inc
Q1 2020 Filed on May 15, 2020
6,551
N/A
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
200
$5.92 - $22.44 $1.18K - $4.49K
Ssga Active ETF Tr
Q1 2020 Filed on May 15, 2020
110
N/A
NVCR
Novo Cure LTD

Healthcare
Q1 2020 Filed on May 15, 2020
53
$57.05 - $95.75 $3.02K - $5.07K
AMED
Amedisys Inc

Healthcare
Q1 2020 Filed on May 15, 2020
53
$137.21 - $202.02 $7.27K - $10.7K
SPYG
Spdr Portfolio

ETFs
Q1 2020 Filed on May 15, 2020
1,551
$31.23 - $45.63 $48.4K - $70.8K
Hsbc Hldgs PLC
Q1 2020 Filed on May 15, 2020
1,000
N/A
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q1 2020 Filed on May 15, 2020
838
$23.58 - $35.55 $19.8K - $29.8K
IRM
Iron Mountain Inc

Real Estate
Q1 2020 Filed on May 15, 2020
137
$22.4 - $34.45 $3.07K - $4.72K
Ishares Tr
Q1 2020 Filed on May 15, 2020
1,183
N/A
JHX
James Hardie Industries PLC

Basic Materials
Q1 2020 Filed on May 15, 2020
1,000
$9.46 - $21.88 $9.46K - $21.9K
VNLA
Janus Henderson Short Duration

ETFs
Q1 2020 Filed on May 15, 2020
750
$48.05 - $50.31 $36K - $37.7K
WWD
Woodward, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
39
$50.24 - $127.84 $1.96K - $4.99K
KBR
Kbr, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
120
$13.08 - $31.29 $1.57K - $3.75K
Tech Data Corp
Q1 2020 Filed on May 15, 2020
40
N/A
CBRE
Cbre Group, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
507
$29.83 - $64.25 $15.1K - $32.6K
MSA
Msa Safety Inc

Industrials
Q1 2020 Filed on May 15, 2020
30
$87.03 - $141.27 $2.61K - $4.24K
RETA
Reata Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on May 15, 2020
20
$124.16 - $247.74 $2.48K - $4.95K
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2020 Filed on May 15, 2020
110
$25.37 - $46.38 $2.79K - $5.1K
SURE
Advisorshares Trust Advisorsha
Q1 2020 Filed on May 15, 2020
1,815
N/A
BKH
Black Hills Corp

Utilities
Q4 2019 Filed on Feb 14, 2020
50
$74.08 - $79.44 $3.7K - $3.97K
UNIT
Uniti Group Inc.

Real Estate
Q4 2019 Filed on Feb 14, 2020
20
$6.05 - $8.4 $121 - $168
Castle Brands Inc
Q4 2019 Filed on Feb 14, 2020
12,000
N/A
ROLL
Rbc Bearings Inc

Industrials
Q4 2019 Filed on Feb 14, 2020
22
$153.02 - $174.17 $3.37K - $3.83K
CIEN
Ciena Corp

Technology
Q4 2019 Filed on Feb 14, 2020
110
$34.61 - $42.72 $3.81K - $4.7K
BG
Bungeltd

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
300
$52.76 - $57.55 $15.8K - $17.3K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
50
$65.02 - $88.64 $3.25K - $4.43K
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