D. Scott Neal, Inc. Closed Holding Positions

D. Scott Neal, Inc.

  • $188 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2018 Filed on Aug 15, 2018
444
$98.52 - $109.41 $43.7K - $48.6K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2018 Filed on Aug 15, 2018
805
$54.2 - $63.32 $43.6K - $51K
AEE
Ameren Corp

Utilities
Q2 2018 Filed on Aug 15, 2018
29
$55.33 - $60.85 $1.6K - $1.76K
MMM
3 M CO

Industrials
Q2 2018 Filed on Aug 15, 2018
150
$194.39 - $220.09 $29.2K - $33K
Columbia Ppty Tr Inc
Q2 2018 Filed on Aug 15, 2018
595
N/A
PEP
Pepsico Inc

Consumer Defensive
Q2 2018 Filed on Aug 15, 2018
867
$96.16 - $110.57 $83.4K - $95.9K
MATV
Schweitzer Mauduit International Inc

Basic Materials
Q2 2018 Filed on Aug 15, 2018
44
$38.4 - $45.21 $1.69K - $1.99K
BIIB
Biogen Inc.

Healthcare
Q2 2018 Filed on Aug 15, 2018
100
$257.52 - $306.91 $25.8K - $30.7K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q2 2018 Filed on Aug 15, 2018
10
$42.78 - $46.04 $428 - $460
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2018 Filed on Aug 15, 2018
3
$40.07 - $51.96 $120 - $156
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2018 Filed on Aug 15, 2018
3,265
$76.85 - $103.3 $251K - $337K
Rydex ETF Trust
Q2 2018 Filed on Aug 15, 2018
10
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2018 Filed on Aug 15, 2018
3
N/A
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q2 2018 Filed on Aug 15, 2018
500
$64.41 - $79.7 $32.2K - $39.9K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2018 Filed on Aug 15, 2018
18,448
N/A
Raytheon CO
Q2 2018 Filed on Aug 15, 2018
8
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2018 Filed on Aug 15, 2018
2
N/A
Symantec Corp
Q2 2018 Filed on Aug 15, 2018
112
N/A
Chesapeake Energy Corp
Q2 2018 Filed on Aug 15, 2018
42
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q2 2018 Filed on Aug 15, 2018
153
$155.16 - $169.44 $23.7K - $25.9K
BC
Brunswick Corp

Consumer Cyclical
Q2 2018 Filed on Aug 15, 2018
32
$57.25 - $68.77 $1.83K - $2.2K
BP
Bp PLC

Energy
Q2 2018 Filed on Aug 15, 2018
235
$39.91 - $47.79 $9.38K - $11.2K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2018 Filed on Aug 15, 2018
61
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q2 2018 Filed on Aug 15, 2018
40
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2018 Filed on Aug 15, 2018
400
$71.73 - $85.97 $28.7K - $34.4K
Powershares Qqq Trust
Q2 2018 Filed on Aug 15, 2018
94,757
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2018 Filed on Apr 19, 2018
12,926
N/A
IYR
Ishares Tr

ETFs
Q1 2018 Filed on Apr 19, 2018
34,965
N/A
INCY
Incyte Corp

Healthcare
Q1 2018 Filed on Apr 19, 2018
97
$83.06 - $100.98 $8.06K - $9.8K
Bioverativ Inc
Q1 2018 Filed on Apr 19, 2018
50
N/A
ECL
Ecolab Inc.

Basic Materials
Q1 2018 Filed on Apr 19, 2018
112
$127.76 - $140.34 $14.3K - $15.7K
CSL
Carlisle Companies Inc

Industrials
Q1 2018 Filed on Apr 19, 2018
700
$102.15 - $118.75 $71.5K - $83.1K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q1 2018 Filed on Apr 19, 2018
200
$29.98 - $46.35 $6K - $9.27K
Claymore Exchange Trd Fd Tr
Q4 2017 Filed on Feb 16, 2018
60,105
N/A
Proshares Tr
Q4 2017 Filed on Feb 16, 2018
2,744
N/A
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2017 Filed on Feb 16, 2018
28
N/A
AMGN
Amgen Inc

Healthcare
Q4 2017 Filed on Feb 16, 2018
50
$168.79 - $188.59 $8.44K - $9.43K
ORC
Orchid Island Capital, Inc.

Real Estate
Q4 2017 Filed on Feb 16, 2018
500
$9.2 - $10.43 $4.6K - $5.22K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2017 Filed on Feb 16, 2018
112
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2017 Filed on Feb 16, 2018
8,414
N/A
ELV
Elevance Health, Inc.

Healthcare
Q4 2017 Filed on Feb 16, 2018
53
$183.76 - $234.96 $9.74K - $12.5K
Ubs Ag London Brh
Q4 2017 Filed on Feb 16, 2018
300
N/A
Claymore Exchange Trd Fd Tr
Q4 2017 Filed on Feb 16, 2018
15,665
N/A
HOUS
Anywhere Real Estate Inc.

Real Estate
Q4 2017 Filed on Feb 16, 2018
150
$26.06 - $34.06 $3.91K - $5.11K
HOMB
Home Bancshares Inc

Financial Services
Q4 2017 Filed on Feb 16, 2018
130
$21.39 - $25.8 $2.78K - $3.35K
Leucadia Natl Corp
Q4 2017 Filed on Feb 16, 2018
300
N/A
Applied Dna Sciences Inc
Q4 2017 Filed on Feb 16, 2018
384
N/A
VNO
Vornado Realty Trust

Real Estate
Q4 2017 Filed on Feb 16, 2018
75
$72.38 - $79.89 $5.43K - $5.99K
MKL
Markel Corp

Financial Services
Q4 2017 Filed on Feb 16, 2018
15
$1061.92 - $1147.1 $15.9K - $17.2K
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