Frisch Financial Group, Inc. Closed Holding Positions

Frisch Financial Group, Inc.

  • $333 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EOLS
Evolus, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
20,345
$3.53 - $6.17 $71.8K - $126K
BIIB
Biogen Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
1,376
$258.66 - $342.55 $356K - $471K
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
2,059
N/A
Brookfield Ppty Reit Inc
Q2 2020 Filed on Aug 06, 2020
386,305
N/A
LMT
Lockheed Martin Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
686
$338.52 - $414.3 $232K - $284K
NYF
Ishares New York Muni Bond ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
7,012
$54.74 - $57.54 $384K - $403K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q1 2020 Filed on May 08, 2020
145,829
$24.65 - $30.88 $3.59M - $4.5M
MMM
3 M CO

Industrials
Q1 2020 Filed on May 08, 2020
1,325
$117.87 - $181.37 $156K - $240K
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on May 08, 2020
1,106
$114.04 - $187.19 $126K - $207K
AZN
Astrazeneca PLC

Healthcare
Q1 2020 Filed on May 08, 2020
4,207
$37.79 - $51.33 $159K - $216K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on May 08, 2020
2,096
$34.16 - $122.45 $71.6K - $257K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2019 Filed on Jan 28, 2020
4,840
$100.01 - $111.61 $484K - $540K
SMAR
Smartsheet Inc

Technology
Q3 2019 Filed on Nov 05, 2019
19,198
$36.03 - $54.94 $692K - $1.05M
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Nov 05, 2019
3,137
$84.39 - $91.13 $265K - $286K
YEXT
Yext, Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
10,084
$15.77 - $22.34 $159K - $225K
Pluralsight Inc
Q3 2019 Filed on Nov 05, 2019
9,836
N/A
Mimecast LTD
Q3 2019 Filed on Nov 05, 2019
7,500
N/A
AYX
Alteryx, Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
15,421
$106.18 - $147.19 $1.64M - $2.27M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2019 Filed on Aug 08, 2019
15,907
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2019 Filed on Aug 08, 2019
30,934
N/A
United Technologies Corp
Q2 2019 Filed on Aug 08, 2019
4,636
N/A
General Electric CO
Q2 2019 Filed on Aug 08, 2019
11,791
N/A
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 08, 2019
3,675
$95.32 - $112.71 $350K - $414K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q1 2019 Filed on May 06, 2019
36,809
N/A
Allergan PLC
Q1 2019 Filed on May 06, 2019
3,941
N/A
Bovie Medical Corp
Q1 2019 Filed on May 06, 2019
24,808
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2019 Filed on May 06, 2019
1,346
$162.83 - $193.4 $219K - $260K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2019 Filed on May 06, 2019
10,972
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2019 Filed on May 06, 2019
9,559
N/A
HEZU
Ishares Currency Hedged Msci E

ETFs
Q1 2019 Filed on May 06, 2019
33,835
$25.68 - $29.78 $869K - $1.01M
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