Crumly & Associates Inc. Closed Holding Positions

Crumly & Associates Inc.

  • $318 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2022 Filed on Aug 01, 2022
5,839
$71.48 - $86.85 $417K - $507K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 01, 2022
130,305
$31.92 - $38.05 $4.16M - $4.96M
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 01, 2022
4,536
$127.88 - $174.08 $580K - $790K
DVN
Devon Energy Corp

Energy
Q2 2022 Filed on Aug 01, 2022
6,224
$53.77 - $78.04 $335K - $486K
FMC
Fmc Corp

Basic Materials
Q2 2022 Filed on Aug 01, 2022
2,323
$103.69 - $139.49 $241K - $324K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Aug 01, 2022
2,498
$73.54 - $90.55 $184K - $226K
XOM
Exxon Mobil Corp

Energy
Q2 2022 Filed on Aug 01, 2022
2,487
$82.26 - $104.59 $205K - $260K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 01, 2022
71,870
$54.29 - $67.38 $3.9M - $4.84M
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Aug 01, 2022
1,057
$167.39 - $206.64 $177K - $218K
FDX
Fedex Corp

Industrials
Q2 2022 Filed on Aug 01, 2022
1,200
$197.01 - $243.24 $236K - $292K
GD
General Dynamics Corp

Industrials
Q2 2022 Filed on Aug 01, 2022
3,038
$209.78 - $247.69 $637K - $752K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Aug 01, 2022
12,622
$122.23 - $195.51 $1.54M - $2.47M
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2022 Filed on Aug 01, 2022
5,691
$123.32 - $155.54 $702K - $885K
HE
Hawaiian Electric Industries Inc

Utilities
Q2 2022 Filed on Aug 01, 2022
7,652
$38.41 - $44.46 $294K - $340K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2022 Filed on May 02, 2022
2,327
$123.55 - $145.17 $288K - $338K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on May 02, 2022
4,136
$67.73 - $76.65 $280K - $317K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 02, 2022
16,095
$44.04 - $57.61 $709K - $927K
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Feb 04, 2022
4,980
$68.16 - $81.31 $339K - $405K
DG
Dollar General Corp

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
3,093
$205.61 - $235.83 $636K - $729K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 04, 2022
5,536
$35.39 - $39.43 $196K - $218K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Feb 04, 2022
16,685
$108.26 - $120.32 $1.81M - $2.01M
LRGF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 04, 2022
5,384
$42.09 - $46.8 $227K - $252K
COIN
Coinbase Global, Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
1,639
$229.31 - $357.39 $376K - $586K
FEM
First Trust Emerging Markets A

ETFs
Q4 2021 Filed on Feb 04, 2022
33,523
$24.78 - $27.32 $831K - $916K
TNL
Travel & Leisure Co.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
4,837
$47.15 - $59.42 $228K - $287K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
1,923
$106.07 - $116.97 $204K - $225K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
Q4 2021 Filed on Feb 04, 2022
4,088
$62.21 - $68.66 $254K - $281K
VNLA
Janus Henderson Short Duration

ETFs
Q3 2021 Filed on Oct 20, 2021
17,943
$50.1 - $50.2 $899K - $901K
MA
Mastercard Inc

Financial Services
Q3 2021 Filed on Oct 20, 2021
1,245
$337.38 - $393.26 $420K - $490K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Aug 09, 2021
12,054
$21.64 - $24.65 $261K - $297K
BYLD
Ishares Tr Yield Optimized Bd
Q2 2021 Filed on Aug 09, 2021
44,190
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2021 Filed on Aug 09, 2021
10,165
$109.57 - $110.96 $1.11M - $1.13M
WU
Western Union CO

Financial Services
Q2 2021 Filed on Aug 09, 2021
12,860
$22.91 - $26.39 $295K - $339K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q2 2021 Filed on Aug 09, 2021
20,965
$52.93 - $53.72 $1.11M - $1.13M
UNP
Union Pacific Corp

Industrials
Q1 2021 Filed on Apr 27, 2021
1,005
$194.33 - $222.98 $195K - $224K
TA
Travel Centers Of America Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
8,200
$22.25 - $33.1 $182K - $271K
IBM
International Business Machines Corp

Technology
Q1 2021 Filed on Apr 27, 2021
2,236
$113.37 - $130.38 $253K - $292K
COST
Costco Wholesale Corp

Consumer Defensive
Q4 2020 Filed on Jan 25, 2021
672
$355.01 - $391.77 $239K - $263K
BX
Blackstone Inc.

Financial Services
Q4 2020 Filed on Jan 25, 2021
4,000
$50.29 - $65.34 $201K - $261K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2020 Filed on Jan 25, 2021
4,360
$51.39 - $51.73 $224K - $226K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2020 Filed on Jan 25, 2021
54,956
$55.57 - $56.21 $3.05M - $3.09M
ABBV
Abb Vie Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
2,191
$85.91 - $100.83 $188K - $221K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2020 Filed on Oct 21, 2020
3,913
$52.55 - $56.68 $206K - $222K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2020 Filed on Oct 21, 2020
157,138
$32.11 - $36.44 $5.05M - $5.73M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
3,466
$215.95 - $298.0 $748K - $1.03M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2020 Filed on Jul 07, 2020
94,637
$101.08 - $131.0 $9.57M - $12.4M
Ishares Gold Trust
Q2 2020 Filed on Jul 07, 2020
19,230
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2020 Filed on Apr 21, 2020
3,341
$70.74 - $99.38 $236K - $332K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q1 2020 Filed on Apr 21, 2020
3,477
$52.69 - $88.05 $183K - $306K
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