Disciplined Investments, LLC Closed Holding Positions

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
R1 Rcm Inc Com
Q2 2022 Filed on Aug 09, 2022
26
N/A
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q1 2022 Filed on Apr 22, 2022
192
$37.29 - $42.63 $7.16K - $8.18K
Biodelivery Sciences Intl Inc Com
Q1 2022 Filed on Apr 22, 2022
1,000
N/A
VICI
Vici Properties Inc.

Real Estate
Q1 2022 Filed on Apr 22, 2022
400
$26.77 - $30.15 $10.7K - $12.1K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
31
$87.78 - $223.31 $2.72K - $6.92K
MGA
Magna International Inc

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
180
$56.88 - $89.34 $10.2K - $16.1K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2022 Filed on Apr 22, 2022
73
$93.87 - $98.74 $6.85K - $7.21K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on Apr 22, 2022
201
$271.48 - $348.23 $54.6K - $70K
Phillips 66 Partners LP Com Unit Rep Int
Q1 2022 Filed on Apr 22, 2022
300
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q1 2022 Filed on Apr 22, 2022
14
$190.9 - $221.63 $2.67K - $3.1K
VTR
Ventas, Inc.

Real Estate
Q1 2022 Filed on Apr 22, 2022
88
$50.03 - $63.64 $4.4K - $5.6K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on Apr 22, 2022
326
$54.28 - $58.95 $17.7K - $19.2K
EVC
Entravision Communications Corp

Communication Services
Q1 2022 Filed on Apr 22, 2022
291
$5.59 - $6.84 $1.63K - $1.99K
MAIN
Main Street Capital Corp

Financial Services
Q1 2022 Filed on Apr 22, 2022
300
$39.94 - $44.88 $12K - $13.5K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2022 Filed on Apr 22, 2022
30
$54.36 - $59.32 $1.63K - $1.78K
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on Apr 22, 2022
200
$40.23 - $47.74 $8.05K - $9.55K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on Apr 22, 2022
10
$68.48 - $120.67 $685 - $1.21K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2022 Filed on Apr 22, 2022
19
$91.4 - $91.43 $1.74K - $1.74K
MARK
Remark Holdings, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
1,000
$0.85 - $3.15 $850 - $3.15K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
Q4 2021 Filed on Jan 20, 2022
172
$65.41 - $67.41 $11.3K - $11.6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
470
$111.96 - $177.7 $52.6K - $83.5K
Put (Mdy) Spdr S&P Midcap400 ETF 01/21/2022 Usd290
Q4 2021 Filed on Jan 20, 2022
1,600
N/A
Contango Oil & Gas CO Com New
Q4 2021 Filed on Jan 20, 2022
3,235
N/A
Cimarex Energy CO Com
Q4 2021 Filed on Jan 20, 2022
2,001
N/A
Put (Mdy) Spdr S&P Midcap 400 Jan 21 22 Usd445
Q4 2021 Filed on Jan 20, 2022
1,300
N/A
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q4 2021 Filed on Jan 20, 2022
300
$14.49 - $16.32 $4.35K - $4.9K
KSU
Kansas City Southern

Industrials
Q3 2021 Filed on Nov 09, 2021
12
N/A
SXC
Sun Coke Energy, Inc.

Basic Materials
Q3 2021 Filed on Nov 09, 2021
9,821
$6.02 - $7.92 $59.1K - $77.8K
Fs Kkr Cap Corp Ii Com
Q3 2021 Filed on Nov 09, 2021
0
N/A
TNA
Direxion Daily Small Cap Bull

ETFs
Q3 2021 Filed on Nov 09, 2021
187
$75.82 - $100.43 $14.2K - $18.8K
MVIS
Microvision, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
3,584
$11.05 - $16.38 $39.6K - $58.7K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q3 2021 Filed on Nov 09, 2021
53
$41.85 - $44.21 $2.22K - $2.34K
FM
Ishares Msci Frontier And Sele

ETFs
Q3 2021 Filed on Nov 09, 2021
1,040
$32.14 - $34.6 $33.4K - $36K
TECL
Direxion Daily Technology Bull

ETFs
Q3 2021 Filed on Nov 09, 2021
364
$55.78 - $69.5 $20.3K - $25.3K
Rice Acquisition Corp Com Cl A
Q3 2021 Filed on Nov 09, 2021
285
N/A
ATCO
Atlas Corp.

Financial Services
Q3 2021 Filed on Nov 09, 2021
0
$12.63 - $16.32 $0 - $0
General Electric CO Com
Q3 2021 Filed on Nov 09, 2021
7,500
N/A
Slack Technologies Inc Com Cl A
Q3 2021 Filed on Nov 09, 2021
37
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Nov 09, 2021
200
$61.06 - $64.43 $12.2K - $12.9K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2021 Filed on Nov 09, 2021
12
$60.96 - $64.6 $732 - $775
LMND
Lemonade, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
2
$60.17 - $111.9 $120 - $224
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
187
$2.83 - $4.2 $529 - $785
NVTA
Invitae Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
20
$26.09 - $40.4 $522 - $808
FLGT
Fulgent Genetics, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
2
$66.8 - $100.45 $134 - $201
FVRR
Fiverr International Ltd.

Communication Services
Q2 2021 Filed on Aug 02, 2021
1
$157.97 - $252.15 $158 - $252
Dermtech Inc Com
Q2 2021 Filed on Aug 02, 2021
11
N/A
DNMR
Danimer Scientific, Inc.

Basic Materials
Q2 2021 Filed on Aug 02, 2021
26
$15.89 - $38.33 $413 - $997
CURI
Curiosity Stream Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
12
$8.39 - $15.46 $101 - $186
Perspecta Inc Com
Q2 2021 Filed on Aug 02, 2021
10
N/A
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