Bedel Financial Consulting, Inc. Closed Holding Positions

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BMBL
Bumble Inc.

Technology
Q4 2021 Filed on Jan 11, 2022
3
$31.74 - $56.6 $95.2 - $170
Sos Limited
Q4 2021 Filed on Jan 11, 2022
100
N/A
LFC
China Life Insurance CO LTD

Financial Services
Q4 2021 Filed on Jan 11, 2022
1,000
$8.05 - $9.12 $8.05K - $9.12K
Monument Circle Acquisitn CO
Q4 2021 Filed on Jan 11, 2022
40
N/A
Oyster Enterprises Acq Corp
Q4 2021 Filed on Jan 11, 2022
300
N/A
OXLC
Oxford Lane Capital Corp.

Financial Services
Q4 2021 Filed on Jan 11, 2022
1,000
$7.28 - $8.42 $7.28K - $8.42K
BTWN
Bridgetown Holdings LTD

Financial Services
Q4 2021 Filed on Jan 11, 2022
500
$9.8 - $10.13 $4.9K - $5.07K
Aikido Pharma Inc
Q4 2021 Filed on Jan 11, 2022
680
N/A
CNET
Zw Data Action Technologies Inc.

Communication Services
Q4 2021 Filed on Jan 11, 2022
300
$0.98 - $1.58 $294 - $474
OXSQ
Oxford Square Capital Corp.

Financial Services
Q4 2021 Filed on Jan 11, 2022
1,500
$3.8 - $4.4 $5.7K - $6.6K
CURI
Curiosity Stream Inc.

Communication Services
Q4 2021 Filed on Jan 11, 2022
676
$5.67 - $10.77 $3.83K - $7.28K
BWX
Spdr Bloomberg International T

ETFs
Q4 2021 Filed on Jan 11, 2022
1,200
$27.94 - $28.89 $33.5K - $34.7K
LMNR
Limoneira CO

Consumer Defensive
Q4 2021 Filed on Jan 11, 2022
100
$14.57 - $16.64 $1.46K - $1.66K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Jan 11, 2022
100
$13.05 - $19.35 $1.31K - $1.94K
VCNX
Vaccinex, Inc.

Healthcare
Q4 2021 Filed on Jan 11, 2022
100
$1.04 - $2.12 $104 - $212
PPLT
Abrdn Platinum ETF Trust

ETFs
Q4 2021 Filed on Jan 11, 2022
150
$85.71 - $101.54 $12.9K - $15.2K
TPIC
Tpi Composites, Inc

Industrials
Q4 2021 Filed on Jan 11, 2022
150
$14.48 - $35.73 $2.17K - $5.36K
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Jan 11, 2022
18
$20.5 - $26.88 $369 - $484
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 11, 2022
80
$32.47 - $76.09 $2.6K - $6.09K
CVET
Covetrus, Inc.

Healthcare
Q4 2021 Filed on Jan 11, 2022
40
$16.79 - $20.37 $672 - $815
WISH
Context Logic Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
750
$3.01 - $6.09 $2.26K - $4.57K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
21
$146.27 - $171.08 $3.07K - $3.59K
XDAP
Innovator Etfs Tr Us Equity Ac
Q4 2021 Filed on Jan 11, 2022
26
$27.23 - $28.97 $708 - $753
CLOV
Clover Health Investments, Corp.

Healthcare
Q4 2021 Filed on Jan 11, 2022
12
$3.72 - $8.12 $44.6 - $97.4
SKYT
Sky Water Technology, Inc

Technology
Q4 2021 Filed on Jan 11, 2022
200
$14.15 - $34.24 $2.83K - $6.85K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Jan 11, 2022
192
$15.36 - $18.38 $2.95K - $3.53K
PATH
Ui Path, Inc.

Technology
Q4 2021 Filed on Jan 11, 2022
30
$39.81 - $57.51 $1.19K - $1.73K
QUBT
Quantum Computing Inc.

Technology
Q4 2021 Filed on Jan 11, 2022
100
$3.34 - $7.52 $334 - $752
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Jan 11, 2022
23
$61.26 - $64.52 $1.41K - $1.48K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q4 2021 Filed on Jan 11, 2022
75
$9.45 - $15.79 $709 - $1.18K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Jan 11, 2022
86
$254.66 - $279.11 $21.9K - $24K
LICY
Li Cycle Holdings Corp.

Industrials
Q4 2021 Filed on Jan 11, 2022
20
$9.45 - $14.04 $189 - $281
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2021 Filed on Jan 11, 2022
83
$50.83 - $51.21 $4.22K - $4.25K
MVST
Microvast Holdings, Inc.

Industrials
Q4 2021 Filed on Jan 11, 2022
1,000
$5.53 - $9.87 $5.53K - $9.87K
Evofem Biosciences Inc
Q4 2021 Filed on Jan 11, 2022
22,500
N/A
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q4 2021 Filed on Jan 11, 2022
37
$174.93 - $227.37 $6.47K - $8.41K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q3 2021 Filed on Oct 12, 2021
1,301
$15.19 - $17.24 $19.8K - $22.4K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2021 Filed on Oct 12, 2021
269
$31.24 - $31.31 $8.4K - $8.42K
FNDX
Schwab Fundamental U S Large C

ETFs
Q3 2021 Filed on Oct 12, 2021
95
$52.82 - $56.3 $5.02K - $5.35K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2021 Filed on Oct 12, 2021
9
$36.52 - $36.95 $329 - $333
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q3 2021 Filed on Oct 12, 2021
169
$62.25 - $63.89 $10.5K - $10.8K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q3 2021 Filed on Oct 12, 2021
720
$36.35 - $45.36 $26.2K - $32.7K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q3 2021 Filed on Oct 12, 2021
127
$73.24 - $78.94 $9.3K - $10K
CHKP
Check Point Software Technologies LTD

Technology
Q3 2021 Filed on Oct 12, 2021
50
$113.04 - $127.17 $5.65K - $6.36K
VGSH
Vanguard

ETFs
Q3 2021 Filed on Oct 12, 2021
137
$61.39 - $61.54 $8.41K - $8.43K
Slack Technologies Inc
Q3 2021 Filed on Oct 12, 2021
27
N/A
Maxim Integrated Prods Inc
Q3 2021 Filed on Oct 12, 2021
40
N/A
Brookfield Ppty Reit Inc
Q3 2021 Filed on Oct 12, 2021
1,082
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2021 Filed on Oct 12, 2021
22
$25.22 - $26.36 $555 - $580
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