Bromfield Sneider Wealth Advisors Closed Holding Positions

Bromfield Sneider Wealth Advisors

  • $160 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FTS
Fortis Inc.

Utilities
Q2 2022 Filed on Jul 06, 2022
235
$44.5 - $51.61 $10.5K - $12.1K
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
2,872
$28.71 - $36.3 $82.5K - $104K
CME
Cme Group Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
110
$188.48 - $244.3 $20.7K - $26.9K
Medtronic Inc
Q2 2022 Filed on Jul 06, 2022
300
N/A
MET
Metlife Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
56
$60.87 - $72.44 $3.41K - $4.06K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q2 2022 Filed on Jul 06, 2022
13,050
$6.03 - $7.19 $78.7K - $93.8K
Invesco Unit Trusts
Q2 2022 Filed on Jul 06, 2022
45
N/A
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
775
$171.61 - $208.74 $133K - $162K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
Q2 2022 Filed on Jul 06, 2022
6,120
$9.05 - $9.59 $55.4K - $58.7K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q2 2022 Filed on Jul 06, 2022
4,265
$13.24 - $14.45 $56.5K - $61.6K
SHEL
Shell PLC

Energy
Q2 2022 Filed on Jul 06, 2022
230
$24.75 - $30.77 $5.69K - $7.08K
VZ
Verizon Communications Inc

Communication Services
Q2 2022 Filed on Jul 06, 2022
157
$46.23 - $55.01 $7.26K - $8.64K
Berkshire Hathaway Inc Class B
Q2 2022 Filed on Jul 06, 2022
82
N/A
AAPL
Apple Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
920
$130.06 - $178.44 $120K - $164K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
270
$69.9 - $91.49 $18.9K - $24.7K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Jul 06, 2022
124
$150.2 - $182.71 $18.6K - $22.7K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
92
$582.26 - $782.23 $53.6K - $72K
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
250
$173.2 - $205.85 $43.3K - $51.5K
V
Visa Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
812
$189.05 - $227.74 $154K - $185K
ABBV
Abb Vie Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
565
$137.62 - $174.96 $77.8K - $98.9K
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
24
$102.31 - $168.35 $2.46K - $4.04K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
5
$39.29 - $56.61 $196 - $283
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Jul 06, 2022
2,545
$40.49 - $47.53 $103K - $121K
Invesco Capital Market
Q2 2022 Filed on Jul 06, 2022
31
N/A
VTRS
Viatris Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
130
$9.95 - $12.27 $1.29K - $1.6K
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