Bridge Advisory, LLC Closed Holding Positions

Bridge Advisory, LLC

  • $209 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VUG
Vanguard Growth ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
804
$214.97 - $293.87 $173K - $236K
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 13, 2022
2,691
$59.67 - $85.42 $161K - $230K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
2,981
$58.13 - $77.8 $173K - $232K
CAPD
Barclays Bank PLC

ETFs
Q2 2022 Filed on Jul 13, 2022
184,691
$18.04 - $22.47 $3.33M - $4.15M
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2022 Filed on Apr 18, 2022
11,019
$26.57 - $43.62 $293K - $481K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2022 Filed on Apr 18, 2022
4,527
$81.07 - $115.44 $367K - $523K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q1 2022 Filed on Apr 18, 2022
6,215
$28.69 - $33.15 $178K - $206K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
3,010
$76.76 - $137.41 $231K - $414K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Jan 19, 2022
3,666
$47.71 - $57.4 $175K - $210K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Jan 19, 2022
2,879
$92.55 - $94.67 $266K - $273K
Invesco Dynamic Cr Opportuni
Q4 2021 Filed on Jan 19, 2022
456,215
N/A
PFE
Pfizer Inc

Healthcare
Q4 2021 Filed on Jan 19, 2022
6,116
$41.32 - $61.25 $253K - $375K
T
At&T Inc.

Communication Services
Q3 2021 Filed on Oct 29, 2021
7,034
$20.36 - $22.08 $143K - $155K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q3 2021 Filed on Oct 29, 2021
10,301
$15.58 - $16.32 $160K - $168K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2021 Filed on Oct 29, 2021
5,863
$36.52 - $36.95 $214K - $217K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2021 Filed on May 06, 2021
55,566
$18.25 - $20.79 $1.01M - $1.16M
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2021 Filed on May 06, 2021
6,700
$80.37 - $107.94 $538K - $723K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2021 Filed on May 06, 2021
4,495
$65.44 - $87.88 $294K - $395K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q1 2021 Filed on May 06, 2021
18,974
$105.66 - $105.7 $2M - $2.01M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2021 Filed on May 06, 2021
5,698
$113.22 - $134.41 $645K - $766K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2021 Filed on May 06, 2021
2,176
$82.9 - $96.09 $180K - $209K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2021 Filed on May 06, 2021
9,448
$71.22 - $80.18 $673K - $758K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2021 Filed on May 06, 2021
6,036
$125.98 - $142.4 $760K - $860K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2021 Filed on May 06, 2021
6,090
$84.81 - $105.35 $516K - $642K
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