Disciplined Investments, LLC Closed Holding Positions

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NIO
Nio Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
22
$31.22 - $53.2 $687 - $1.17K
OM
Outset Medical, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
17
$41.49 - $59.92 $705 - $1.02K
RDS-A
Shell PLC

Energy
Q2 2021 Filed on Aug 02, 2021
4
$36.61 - $41.42 $146 - $166
WIX
Wix.Com Ltd.

Technology
Q2 2021 Filed on Aug 02, 2021
3
$222.0 - $324.25 $666 - $973
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
16
$84.05 - $170.0 $1.34K - $2.72K
IDV
Ishares Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
276
$31.67 - $34.02 $8.74K - $9.39K
IPOD
Social Capital Hedosophia Holdings Corp. Iv

Financial Services
Q2 2021 Filed on Aug 02, 2021
61
$10.15 - $11.51 $619 - $702
SDGR
Schrodinger, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
8
$59.02 - $78.8 $472 - $630
Piedmont Lithium LTD Sponsored Ads
Q2 2021 Filed on Aug 02, 2021
10
N/A
Seagate Technology PLC Shs
Q2 2021 Filed on Aug 02, 2021
298
N/A
RNLX
Renalytix PLC

Healthcare
Q2 2021 Filed on Aug 02, 2021
28
$23.56 - $34.25 $660 - $959
Xilinx Inc Com
Q1 2021 Filed on May 12, 2021
22
N/A
Put Mdy Spdr S&P Midcap400 ETF 01/15/2021 Usd320
Q1 2021 Filed on May 12, 2021
1,400
N/A
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q1 2021 Filed on May 12, 2021
2,186
$12.53 - $13.19 $27.4K - $28.8K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
70
$78.71 - $106.88 $5.51K - $7.48K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q1 2021 Filed on May 12, 2021
6
$2.65 - $3.68 $15.9 - $22.1
WPC
W. P. Carey Inc.

Real Estate
Q4 2020 Filed on Feb 12, 2021
83
$61.58 - $71.75 $5.11K - $5.96K
Voya Prime Rate Tr Sh Ben Int
Q4 2020 Filed on Feb 12, 2021
641
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2020 Filed on Feb 12, 2021
71
$13.25 - $17.87 $941 - $1.27K
TPZ
Tortoise Power & Energy Infrastructure Fund Inc

Financial Services
Q4 2020 Filed on Feb 12, 2021
1
$8.23 - $11.6 $8.23 - $11.6
DLNG
Dynagas Lng Partners LP

Energy
Q4 2020 Filed on Feb 12, 2021
666
$2.02 - $2.71 $1.35K - $1.8K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2020 Filed on Feb 12, 2021
850
$50.83 - $59.53 $43.2K - $50.6K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2020 Filed on Feb 12, 2021
11
$103.81 - $108.94 $1.14K - $1.2K
Gulfport Energy Corp Com New
Q4 2020 Filed on Feb 12, 2021
3
N/A
SAA
Proshares Ultra Smallcap600
Q4 2020 Filed on Feb 12, 2021
57
N/A
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q4 2020 Filed on Feb 12, 2021
732
$14.49 - $15.19 $10.6K - $11.1K
WTRE
Watford Holdings Ltd.

Financial Services
Q4 2020 Filed on Feb 12, 2021
30
$23.33 - $26.54 $700 - $796
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q4 2020 Filed on Feb 12, 2021
81
$30.25 - $39.21 $2.45K - $3.18K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2020 Filed on Feb 12, 2021
41
$58.19 - $68.24 $2.39K - $2.8K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q4 2020 Filed on Feb 12, 2021
36
$39.37 - $46.23 $1.42K - $1.66K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q4 2020 Filed on Feb 12, 2021
119
$58.06 - $69.83 $6.91K - $8.31K
UNIT
Uniti Group Inc.

Real Estate
Q4 2020 Filed on Feb 12, 2021
62
$8.82 - $11.73 $547 - $727
Royal Dutch Shell PLC Spon Adr B
Q4 2020 Filed on Feb 12, 2021
94
N/A
QLD
Proshares Ultra Qqq

ETFs
Q4 2020 Filed on Feb 12, 2021
108
$42.75 - $57.56 $4.62K - $6.22K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
41
$27.84 - $32.59 $1.14K - $1.34K
Invesco Bulletshares 2020 Corporate Bond ETF
Q4 2020 Filed on Feb 12, 2021
1,000
N/A
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
1
$1079.33 - $1732.39 $1.08K - $1.73K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Feb 12, 2021
169
$119.27 - $121.81 $20.2K - $20.6K
Wisdomtree Continuous Commodity Index Fund
Q4 2020 Filed on Feb 12, 2021
8,262
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2020 Filed on Feb 12, 2021
780
$9.92 - $10.58 $7.74K - $8.25K
SSO
Proshares Ultra S&P 500

ETFs
Q4 2020 Filed on Feb 12, 2021
86
$34.76 - $45.68 $2.99K - $3.93K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2020 Filed on Feb 12, 2021
123
$43.9 - $55.67 $5.4K - $6.85K
DNL
Wiswisdomtree Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
20
$32.44 - $38.32 $649 - $766
FSD
First Trust High Income Long/Short Fund

Financial Services
Q4 2020 Filed on Feb 12, 2021
337
$13.42 - $14.77 $4.52K - $4.98K
KIO
Kkr Income Opportunities Fund

Financial Services
Q4 2020 Filed on Feb 12, 2021
117
$13.17 - $14.51 $1.54K - $1.7K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q4 2020 Filed on Feb 12, 2021
589
$10.29 - $11.78 $6.06K - $6.94K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2020 Filed on Feb 12, 2021
445
$8.36 - $10.7 $3.72K - $4.76K
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2020 Filed on Feb 12, 2021
310
$7.83 - $10.28 $2.43K - $3.19K
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2020 Filed on Feb 12, 2021
36
$19.23 - $28.37 $692 - $1.02K
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