Cws Financial Advisors, LLC Closed Holding Positions

Cws Financial Advisors, LLC

  • $277 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ADP
Automatic Data Processing Inc

Industrials
Q2 2022 Filed on Aug 08, 2022
883
$199.94 - $238.5 $177K - $211K
Cerner Corp
Q1 2022 Filed on May 03, 2022
2,831
N/A
Ihs Markit LTD
Q1 2022 Filed on May 03, 2022
2,057
N/A
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
1,375
$95.34 - $166.6 $131K - $229K
Tiffany & CO New
Q1 2021 Filed on May 13, 2021
3,464
N/A
BKI
Black Knight, Inc.

Technology
Q1 2021 Filed on May 13, 2021
2,596
$72.05 - $88.35 $187K - $229K
Sl Green Rlty Corp
Q1 2021 Filed on May 13, 2021
5,778
N/A
GIS
General Mills Inc

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
5,087
$58.36 - $62.72 $297K - $319K
AXP
American Express CO

Financial Services
Q4 2020 Filed on Feb 12, 2021
2,793
$91.07 - $125.04 $254K - $349K
ES
Eversource Energy

Utilities
Q3 2020 Filed on Nov 10, 2020
4,370
$78.02 - $90.58 $341K - $396K
EVRG
Evergy, Inc.

Utilities
Q3 2020 Filed on Nov 10, 2020
3,527
$49.12 - $64.83 $173K - $229K
XEL
Xcel Energy Inc

Utilities
Q3 2020 Filed on Nov 10, 2020
3,869
$63.24 - $72.45 $245K - $280K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2020 Filed on Aug 11, 2020
5,962
$32.36 - $40.59 $193K - $242K
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
3,289
N/A
ACER
Acer Therapeutics Inc.

Healthcare
Q2 2020 Filed on Aug 11, 2020
10,000
$1.53 - $4.53 $15.3K - $45.3K
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Aug 11, 2020
5,414
$28.36 - $36.98 $154K - $200K
EPD
Enterprise Products Partners L.P.

Energy
Q2 2020 Filed on Aug 11, 2020
8,706
$13.79 - $22.31 $120K - $194K
Target Corp
Q1 2020 Filed on Apr 02, 2020
1,769
N/A
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email