Family Firm, Inc. Closed Holding Positions

Family Firm, Inc.

  • $413 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Oct 22, 2021
4,198
$54.75 - $61.75 $230K - $259K
IEZ
Ishares Tr

ETFs
Q3 2021 Filed on Oct 22, 2021
10,215
N/A
General Electric CO
Q3 2021 Filed on Oct 22, 2021
10,782
N/A
XLU
Utilities Sector Spdr

ETFs
Q3 2021 Filed on Oct 22, 2021
3,408
N/A
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Jul 21, 2021
4,953
$73.51 - $80.37 $364K - $398K
VNO
Vornado Realty Trust

Real Estate
Q2 2021 Filed on Jul 21, 2021
7,797
$44.27 - $50.28 $345K - $392K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q2 2020 Filed on Aug 10, 2020
184,512
$54.33 - $89.52 $10M - $16.5M
RF
Regions Financial Corp

Financial Services
Q2 2020 Filed on Aug 10, 2020
11,048
$8.07 - $13.84 $89.2K - $153K
Raytheon CO
Q1 2020 Filed on Apr 29, 2020
1,286
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2019 Filed on Feb 04, 2020
1,055
$206.97 - $241.31 $218K - $255K
MSEX
Middlesex Water CO

Utilities
Q4 2019 Filed on Feb 04, 2020
7,000
$59.03 - $67.25 $413K - $471K
VZ
Verizon Communications Inc

Communication Services
Q4 2019 Filed on Feb 04, 2020
3,534
$58.91 - $62.07 $208K - $219K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2019 Filed on Feb 04, 2020
248,690
$55.95 - $63.08 $13.9M - $15.7M
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q4 2019 Filed on Feb 04, 2020
30,000
$30.06 - $33.53 $902K - $1.01M
HON
Honeywell International Inc

Industrials
Q4 2019 Filed on Feb 04, 2020
2,157
$158.62 - $182.01 $342K - $393K
T
At&T Inc.

Communication Services
Q4 2019 Filed on Feb 04, 2020
5,931
$27.81 - $29.93 $165K - $178K
Alphabet Inc
Q3 2019 Filed on Nov 12, 2019
1,651
N/A
Northrop Grumman Corp
Q3 2019 Filed on Nov 12, 2019
672
N/A
VPU
Vanguard Utilities ETF

ETFs
Q1 2019 Filed on May 06, 2019
1,810
N/A
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q1 2019 Filed on May 06, 2019
8,984
N/A
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2018 Filed on Feb 05, 2019
5,677
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
1,598
N/A
INTC
Intel Corp

Technology
Q4 2018 Filed on Feb 05, 2019
4,891
$42.42 - $50.13 $207K - $245K
Aetna Inc New
Q4 2018 Filed on Feb 05, 2019
1,703
N/A
Dowdupont Inc
Q4 2018 Filed on Feb 05, 2019
3,128
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2018 Filed on Oct 31, 2018
3,439
N/A
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Oct 31, 2018
3,019
$59.7 - $69.49 $180K - $210K
IGF
Ishares Global Infrastructure

ETFs
Q2 2018 Filed on Aug 03, 2018
5,000
$42.19 - $44.04 $211K - $220K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2018 Filed on Apr 26, 2018
2,646
$101.99 - $119.99 $270K - $317K
Bard C R Inc
Q4 2017 Filed on Feb 07, 2018
700
N/A
TLTE
Flexshares Tr Morningstar Emer

ETFs
Q4 2017 Filed on Feb 07, 2018
7,000
$56.12 - $59.72 $393K - $418K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q4 2017 Filed on Feb 07, 2018
10,000
$24.3 - $24.63 $243K - $246K
RDS-A
Shell PLC

Energy
Q4 2017 Filed on Feb 07, 2018
3,336
$49.91 - $54.16 $166K - $181K
Powershares ETF Trust
Q4 2017 Filed on Feb 07, 2018
208,381
N/A
TLTD
Flexshares Morningstar Dev Mkt

ETFs
Q4 2017 Filed on Feb 07, 2018
3,200
N/A
Ipg Photonics Corp
Q3 2017 Filed on Nov 07, 2017
1,506
N/A
Du Pont E I De Nemours & CO
Q3 2017 Filed on Nov 07, 2017
3,885
N/A
Allergan PLC
Q3 2017 Filed on Nov 07, 2017
849
N/A
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