Financial Planners Of Cleveland, Inc. Closed Holding Positions

Financial Planners Of Cleveland, Inc.

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q2 2022 Filed on Aug 10, 2022
201,990
$45.82 - $49.76 $9.26M - $10.1M
IXUS
Ishares Tr

ETFs
Q2 2022 Filed on Aug 10, 2022
174,893
$56.25 - $67.81 $9.84M - $11.9M
GOOGL
Alphabet Inc.

Communication Services
Q2 2022 Filed on Aug 10, 2022
208
$105.81 - $142.97 $22K - $29.7K
GOOG
Alphabet Inc.

Communication Services
Q2 2022 Filed on Aug 10, 2022
92
$105.84 - $143.64 $9.74K - $13.2K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Aug 10, 2022
1,083
$271.39 - $369.3 $294K - $400K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
675
$254.37 - $323.09 $172K - $218K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
572
$477.32 - $576.47 $273K - $330K
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
14,603
$45.68 - $61.65 $667K - $900K
CODI
Compass Diversified Holdings

Industrials
Q1 2022 Filed on Apr 14, 2022
10,834
$21.91 - $30.98 $237K - $336K
COP
Conocophillips

Energy
Q1 2022 Filed on Apr 14, 2022
2,708
$73.77 - $107.5 $200K - $291K
BSX
Boston Scientific Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
4,600
$40.9 - $45.1 $188K - $207K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
5,470
$52.95 - $67.8 $290K - $371K
ABBV
Abb Vie Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
2,489
$131.98 - $163.75 $328K - $408K
T
At&T Inc.

Communication Services
Q1 2022 Filed on Apr 14, 2022
32,742
$17.29 - $20.63 $566K - $675K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
53,674
$14.18 - $18.2 $761K - $977K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q1 2022 Filed on Apr 14, 2022
15,822
$61.31 - $65.53 $970K - $1.04M
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q1 2022 Filed on Apr 14, 2022
83,487
$15.44 - $19.24 $1.29M - $1.61M
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on Apr 14, 2022
28,002
$50.8 - $55.11 $1.42M - $1.54M
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 14, 2022
2,187
$129.03 - $157.89 $282K - $345K
D
Dominion Energy, Inc

Utilities
Q1 2022 Filed on Apr 14, 2022
5,528
$77.16 - $85.43 $427K - $472K
XOM
Exxon Mobil Corp

Energy
Q1 2022 Filed on Apr 14, 2022
8,181
$63.54 - $87.78 $520K - $718K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1,000
$202.19 - $259.81 $202K - $260K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
778
$299.33 - $412.84 $233K - $321K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
19,252
$34.29 - $40.4 $660K - $778K
KRG
Kite Realty Group Trust

Real Estate
Q1 2022 Filed on Apr 14, 2022
25,996
$20.49 - $23.21 $533K - $603K
HON
Honeywell International Inc

Industrials
Q1 2022 Filed on Apr 14, 2022
2,118
$178.96 - $219.43 $379K - $465K
JNJ
Johnson & Johnson

Healthcare
Q1 2022 Filed on Apr 14, 2022
2,607
$158.14 - $179.59 $412K - $468K
INTC
Intel Corp

Technology
Q1 2022 Filed on Apr 14, 2022
3,644
$44.4 - $55.91 $162K - $204K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2022 Filed on Apr 14, 2022
4,052
$55.84 - $65.41 $226K - $265K
DVY
Ishares Tr

ETFs
Q1 2022 Filed on Apr 14, 2022
2,258
$119.99 - $129.75 $271K - $293K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2022 Filed on Apr 14, 2022
2,853
$94.61 - $116.48 $270K - $332K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1,519
$222.0 - $269.69 $337K - $410K
MRK
Merck & Co., Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
2,680
$73.51 - $82.4 $197K - $221K
MOTO
Guinness Atkinson Fds Smart Tr

ETFs
Q1 2022 Filed on Apr 14, 2022
5,999
$37.34 - $48.68 $224K - $292K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
1,768
$140.76 - $164.9 $249K - $292K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q1 2022 Filed on Apr 14, 2022
5,744
$35.08 - $42.85 $201K - $246K
SNSR
Global X Fds Internet Of Thing

ETFs
Q1 2022 Filed on Apr 14, 2022
6,918
$30.47 - $39.35 $211K - $272K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
2,078
$88.87 - $111.9 $185K - $233K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
6,080
$45.75 - $56.69 $278K - $345K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
1,929
$93.61 - $194.94 $181K - $376K
PH
Parker Hannifin Corp

Industrials
Q1 2022 Filed on Apr 14, 2022
948
$270.98 - $327.89 $257K - $311K
ORCL
Oracle Corp

Technology
Q1 2022 Filed on Apr 14, 2022
3,095
$72.47 - $89.28 $224K - $276K
NVDA
Nvidia Corp

Technology
Q1 2022 Filed on Apr 14, 2022
1,304
$213.3 - $301.21 $278K - $393K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on Apr 14, 2022
4,420
$72.32 - $91.66 $320K - $405K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2022 Filed on Apr 14, 2022
1,846
$141.01 - $175.1 $260K - $323K
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