Forefront Wealth Management Inc. Closed Holding Positions

Forefront Wealth Management Inc.

  • $70.1 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2022 Filed on Jul 28, 2022
12,820
$48.54 - $70.34 $622K - $902K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
251
$628.16 - $1145.45 $158K - $288K
SBNY
Signature Bank Corp

Financial Services
Q2 2022 Filed on Jul 28, 2022
8,644
$167.55 - $289.82 $1.45M - $2.51M
GOOG
Alphabet Inc.

Communication Services
Q2 2022 Filed on Jul 28, 2022
82
$105.84 - $143.64 $8.68K - $11.8K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2022 Filed on Jul 28, 2022
40,012
$50.06 - $50.26 $2M - $2.01M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
Q2 2022 Filed on Jul 28, 2022
30,275
$84.26 - $110.0 $2.55M - $3.33M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Jul 28, 2022
115,978
$24.32 - $27.85 $2.82M - $3.23M
DHR
Danaher Corp

Healthcare
Q2 2022 Filed on Jul 28, 2022
11,202
$237.11 - $299.66 $2.66M - $3.36M
AMAT
Applied Materials Inc

Technology
Q2 2022 Filed on Jul 28, 2022
15,481
$89.59 - $129.44 $1.39M - $2M
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on May 09, 2022
3,891
$50.8 - $55.11 $198K - $214K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 09, 2022
3,807
$51.44 - $54.88 $196K - $209K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on May 09, 2022
38,155
$52.1 - $55.0 $1.99M - $2.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2022 Filed on May 09, 2022
3,797
$207.26 - $263.47 $787K - $1M
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on May 09, 2022
5,417
$411.5 - $564.37 $2.23M - $3.06M
SWN
Southwestern Energy CO

Energy
Q1 2022 Filed on May 09, 2022
34,258
$4.03 - $7.29 $138K - $250K
CVX
Chevron Corp

Energy
Q1 2022 Filed on May 09, 2022
2,113
$119.26 - $170.9 $252K - $361K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 09, 2022
10,599
$44.64 - $55.71 $473K - $590K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
3,809
$36.45 - $59.95 $139K - $228K
BP
Bp PLC

Energy
Q1 2022 Filed on May 09, 2022
49,641
$27.37 - $33.34 $1.36M - $1.66M
JNJ
Johnson & Johnson

Healthcare
Q1 2022 Filed on May 09, 2022
1,372
$158.14 - $179.59 $217K - $246K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
26,117
$45.5 - $70.45 $1.19M - $1.84M
CE
Celanese Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
9,408
$133.62 - $173.82 $1.26M - $1.64M
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
1,000
$126.46 - $235.05 $126K - $235K
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