Clear Investment Research, LLC Closed Holding Positions

Clear Investment Research, LLC

  • $76.6 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
750
$46.62 - $50.36 $35K - $37.8K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
165
$105.82 - $134.76 $17.5K - $22.2K
VFH
Vanguard Financial ETF

ETFs
Q1 2022 Filed on May 02, 2022
461
$87.26 - $101.75 $40.2K - $46.9K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
75
$76.76 - $137.41 $5.76K - $10.3K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on May 02, 2022
935
$42.38 - $48.61 $39.6K - $45.5K
NFRA
Flexshares Stoxx Global Broad

ETFs
Q1 2022 Filed on May 02, 2022
379
$54.39 - $57.96 $20.6K - $22K
PAVE
Global X Fds Us Infrastructure

ETFs
Q1 2022 Filed on May 02, 2022
866
$25.52 - $29.01 $22.1K - $25.1K
Xilinx Inc
Q1 2022 Filed on May 02, 2022
140
N/A
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2021 Filed on Jan 24, 2022
38
$85.5 - $86.18 $3.25K - $3.27K
General Electric CO
Q4 2021 Filed on Jan 24, 2022
2,400
N/A
Perspecta Inc
Q2 2021 Filed on Jul 29, 2021
7
N/A
ELD
Wisdomtree Emerging Local Debt

ETFs
Q2 2021 Filed on Jul 29, 2021
81,340
$32.17 - $33.48 $2.62M - $2.72M
Ishares Gold Trust
Q2 2021 Filed on Jul 29, 2021
20,720
N/A
Micro Focus International Pl
Q1 2021 Filed on May 05, 2021
19
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2021 Filed on May 05, 2021
3,220
$96.94 - $112.05 $312K - $361K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2020 Filed on Nov 04, 2020
226
$37.34 - $39.15 $8.44K - $8.85K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q3 2020 Filed on Nov 04, 2020
410
$17.23 - $18.82 $7.06K - $7.72K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
Q3 2020 Filed on Nov 04, 2020
516
$21.35 - $21.94 $11K - $11.3K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
Q3 2020 Filed on Nov 04, 2020
788
$43.91 - $52.3 $34.6K - $41.2K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q3 2020 Filed on Nov 04, 2020
765
$27.54 - $29.06 $21.1K - $22.2K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q3 2020 Filed on Nov 04, 2020
2,371
$7.9 - $10.22 $18.7K - $24.2K
XLE
Energy Sector Spdr

ETFs
Q2 2020 Filed on Jul 27, 2020
3
$27.62 - $46.86 $82.9 - $141
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2020 Filed on Jul 27, 2020
15
$28.84 - $38.49 $433 - $577
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2020 Filed on Jul 27, 2020
4
$48.59 - $51.81 $194 - $207
VDE
Vanguard Energy ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
1
$36.44 - $63.07 $36.4 - $63.1
INTF
Ishares Tr

ETFs
Q2 2020 Filed on Jul 27, 2020
254
$19.4 - $24.22 $4.93K - $6.15K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2020 Filed on Jul 27, 2020
1
$51.64 - $54.14 $51.6 - $54.1
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2020 Filed on Jul 27, 2020
11
$32.36 - $40.59 $356 - $446
SWN
Southwestern Energy CO

Energy
Q1 2020 Filed on May 05, 2020
33
$1.26 - $2.36 $41.6 - $77.9
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2019 Filed on Feb 04, 2020
8
$96.64 - $109.75 $773 - $878
PTEN
Patterson Uti Energy Inc

Energy
Q4 2019 Filed on Feb 04, 2020
9
$7.78 - $10.66 $70 - $95.9
PLAB
Photronics Inc

Technology
Q4 2019 Filed on Feb 04, 2020
17
$10.54 - $16.28 $179 - $277
PDCO
Patterson Companies, Inc.

Healthcare
Q4 2019 Filed on Feb 04, 2020
11
$16.51 - $23.51 $182 - $259
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2019 Filed on Feb 04, 2020
17
$76.37 - $86.31 $1.3K - $1.47K
PDCE
Pdc Energy, Inc.

Energy
Q4 2019 Filed on Feb 04, 2020
3
$19.95 - $26.74 $59.8 - $80.2
Owens Ill Inc
Q4 2019 Filed on Feb 04, 2020
9
N/A
PSB
Ps Business Parks, Inc.

Real Estate
Q4 2019 Filed on Feb 04, 2020
4
$162.66 - $185.38 $651 - $742
OSK
Oshkosh Corp

Industrials
Q4 2019 Filed on Feb 04, 2020
4
$69.73 - $95.39 $279 - $382
OMCL
Omnicell, Inc

Healthcare
Q4 2019 Filed on Feb 04, 2020
3
$70.15 - $83.11 $210 - $249
PCAR
Paccar Inc

Industrials
Q4 2019 Filed on Feb 04, 2020
5
$66.22 - $82.95 $331 - $415
PACW
Pacwest Bancorp

Financial Services
Q4 2019 Filed on Feb 04, 2020
6
$34.77 - $39.5 $209 - $237
PCG
Pg&E Corp

Utilities
Q4 2019 Filed on Feb 04, 2020
15
$3.8 - $12.32 $57 - $185
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q4 2019 Filed on Feb 04, 2020
4
$54.58 - $64.8 $218 - $259
PXD
Pioneer Natural Resources CO

Energy
Q4 2019 Filed on Feb 04, 2020
3
$120.98 - $152.08 $363 - $456
SABR
Sabre Corp

Consumer Cyclical
Q4 2019 Filed on Feb 04, 2020
10
$20.89 - $23.48 $209 - $235
SLM
Slm Corp

Financial Services
Q4 2019 Filed on Feb 04, 2020
13
$8.11 - $9.13 $105 - $119
RGLD
Royal Gold Inc

Basic Materials
Q4 2019 Filed on Feb 04, 2020
3
$109.48 - $131.0 $328 - $393
ROP
Roper Technologies Inc

Industrials
Q4 2019 Filed on Feb 04, 2020
3
$332.33 - $362.94 $997 - $1.09K
ROIC
Retail Opportunity Investments Corp

Real Estate
Q4 2019 Filed on Feb 04, 2020
24
$17.16 - $18.98 $412 - $456
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