Harvest Group Wealth Management, LLC Closed Holding Positions

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SAND
Sandstorm Gold LTD

Basic Materials
Q3 2020 Filed on Nov 09, 2020
3,000
$8.15 - $10.54 $24.5K - $31.6K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2020 Filed on Nov 09, 2020
29
$36.93 - $42.52 $1.07K - $1.23K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2020 Filed on Nov 09, 2020
43
$30.45 - $30.6 $1.31K - $1.32K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2020 Filed on Nov 09, 2020
18
$49.21 - $49.89 $886 - $898
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2020 Filed on Nov 09, 2020
26
$29.65 - $31.35 $771 - $815
UBER
Uber Technologies, Inc

Technology
Q3 2020 Filed on Nov 09, 2020
105
$29.42 - $37.95 $3.09K - $3.98K
Slack Technologies Inc Com Cl A
Q3 2020 Filed on Nov 09, 2020
140
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
300
$78.68 - $86.23 $23.6K - $25.9K
Logmein Inc Com
Q3 2020 Filed on Nov 09, 2020
3
N/A
Franklin Finl Network Inc Com
Q3 2020 Filed on Nov 09, 2020
17
N/A
GNTX
Gentex Corp

Consumer Cyclical
Q3 2020 Filed on Nov 09, 2020
7
$24.91 - $28.22 $174 - $198
WSR
Whitestone Reit

Real Estate
Q3 2020 Filed on Nov 09, 2020
53
$5.65 - $7.17 $299 - $380
CWST
Casella Waste Systems Inc

Industrials
Q3 2020 Filed on Nov 09, 2020
49
$50.37 - $58.5 $2.47K - $2.87K
CAT
Caterpillar Inc

Industrials
Q3 2020 Filed on Nov 09, 2020
15
$125.73 - $153.87 $1.89K - $2.31K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2020 Filed on Nov 09, 2020
380
$24.94 - $34.57 $9.48K - $13.1K
FISV
Fiserv Inc

Technology
Q3 2020 Filed on Nov 09, 2020
40
$93.06 - $104.07 $3.72K - $4.16K
MS
Morgan Stanley

Financial Services
Q3 2020 Filed on Nov 09, 2020
75
$46.42 - $53.25 $3.48K - $3.99K
OVV
Ovintiv Inc.

Energy
Q3 2020 Filed on Nov 09, 2020
400
$8.16 - $12.29 $3.26K - $4.92K
SPLK
Splunk Inc

Technology
Q3 2020 Filed on Nov 09, 2020
20
$174.89 - $223.59 $3.5K - $4.47K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2020 Filed on Nov 09, 2020
15
$104.49 - $118.88 $1.57K - $1.78K
T Mobile Us Inc Rt
Q3 2020 Filed on Nov 09, 2020
15
N/A
OLN
Olin Corp

Basic Materials
Q2 2020 Filed on Jul 31, 2020
12
$10.74 - $16.24 $129 - $195
FF
Future Fuel Corp.

Basic Materials
Q2 2020 Filed on Jul 31, 2020
15
$9.6 - $14.31 $144 - $215
GTY
Getty Realty Corp

Real Estate
Q2 2020 Filed on Jul 31, 2020
369
$19.52 - $31.68 $7.2K - $11.7K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q2 2020 Filed on Jul 31, 2020
0
$112.46 - $143.13 $0 - $0
CVBF
Cvb Financial Corp

Financial Services
Q2 2020 Filed on Jul 31, 2020
8
$16.76 - $21.73 $134 - $174
ASIX
Advan Six Inc.

Basic Materials
Q2 2020 Filed on Jul 31, 2020
12
$8.82 - $16.52 $106 - $198
ABCB
Ameris Bancorp

Financial Services
Q2 2020 Filed on Jul 31, 2020
7
$18.52 - $29.63 $130 - $207
Aurora Cannabis Inc Com
Q2 2020 Filed on Jul 31, 2020
1,438
N/A
DSL
Double Line Income Solutions Fund

Financial Services
Q2 2020 Filed on Jul 31, 2020
0
$11.51 - $16.19 $0 - $0
Anixter Intl Inc Com
Q2 2020 Filed on Jul 31, 2020
24
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2020 Filed on Jul 31, 2020
181
$32.06 - $42.3 $5.8K - $7.66K
ONB
Old National Bancorp

Financial Services
Q2 2020 Filed on Jul 31, 2020
11
$11.71 - $15.84 $129 - $174
CEIX
Consol Energy Inc.

Energy
Q2 2020 Filed on Jul 31, 2020
36
$3.85 - $9.8 $139 - $353
MCY
Mercury General Corp

Financial Services
Q2 2020 Filed on Jul 31, 2020
5
$34.15 - $45.73 $171 - $229
LECO
Lincoln Electric Holdings Inc

Industrials
Q2 2020 Filed on Jul 31, 2020
2
$64.23 - $91.72 $128 - $183
MOR
Morpho Sys Ag

Healthcare
Q2 2020 Filed on Jul 31, 2020
234
$24.08 - $33.35 $5.63K - $7.8K
Apergy Corp Com
Q2 2020 Filed on Jul 31, 2020
72
N/A
DTE
Dte Energy CO

Utilities
Q2 2020 Filed on Jul 31, 2020
42
$74.15 - $99.92 $3.11K - $4.2K
OZK
Bank Ozk

Financial Services
Q2 2020 Filed on Jul 31, 2020
7
$15.55 - $28.62 $109 - $200
ANDE
Andersons, Inc.

Consumer Defensive
Q2 2020 Filed on Jul 31, 2020
9
$11.32 - $18.49 $102 - $166
Nabors Industries LTD Shs
Q2 2020 Filed on Jul 31, 2020
0
N/A
Firstcash Inc Com
Q2 2020 Filed on Jul 31, 2020
4
N/A
Tuesday Morning Corp Com New
Q2 2020 Filed on Jul 31, 2020
6,000
N/A
Kemet Corp Com New
Q2 2020 Filed on Jul 31, 2020
30
N/A
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Jul 31, 2020
20
$39.5 - $64.11 $790 - $1.28K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 31, 2020
4
$35.83 - $44.23 $143 - $177
RRX
Regal Rexnord Corp

Industrials
Q2 2020 Filed on Jul 31, 2020
3
$57.85 - $89.42 $174 - $268
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2020 Filed on Jul 31, 2020
4
$24.85 - $52.2 $99.4 - $209
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