Highland Private Wealth Management Closed Holding Positions

Highland Private Wealth Management

  • $0
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
AX
Axos Financial, Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
58,415
$26.49 - $30.71 $1.55M - $1.79M
Celgene Corp
Q4 2019 Filed on Feb 10, 2020
2,215
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
2,730
$80.76 - $81.3 $220K - $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,569
$158.47 - $162.55 $249K - $255K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2019 Filed on Nov 13, 2019
13,525
$34.9 - $35.28 $472K - $477K
XLK
Technology Sector Spdr

ETFs
Q3 2019 Filed on Nov 13, 2019
3,420
$79.69 - $81.76 $273K - $280K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2019 Filed on Nov 13, 2019
1,968
$255.08 - $273.6 $502K - $538K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2019 Filed on Nov 13, 2019
990
$39.44 - $41.95 $39K - $41.5K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2019 Filed on Nov 13, 2019
2,761
$111.75 - $113.28 $309K - $313K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2019 Filed on Nov 13, 2019
1,623
$122.95 - $129.1 $200K - $210K
VGSH
Vanguard

ETFs
Q3 2019 Filed on Nov 13, 2019
3,335
$60.71 - $60.94 $202K - $203K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2019 Filed on Nov 13, 2019
2,501
$84.4 - $85.1 $211K - $213K
Aratana Therapeutics Inc
Q2 2019 Filed on Aug 13, 2019
13,500
N/A
CLNE
Clean Energy Fuels Corp.

Energy
Q2 2019 Filed on Aug 13, 2019
10,000
$2.47 - $3.43 $24.7K - $34.3K
ATRA
Atara Biotherapeutics, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
5,500
$19.05 - $41.04 $105K - $226K
HYG
Ishares Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
2,328
$84.65 - $87.61 $197K - $204K
BIIB
Biogen Inc.

Healthcare
Q1 2019 Filed on May 06, 2019
703
$216.71 - $338.96 $152K - $238K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q4 2018 Filed on Feb 12, 2019
15,481
N/A
Jp Morgan Exchange Traded Fd
Q4 2018 Filed on Feb 12, 2019
348,475
N/A
Mobileiron Inc
Q3 2018 Filed on Oct 17, 2018
15,000
N/A
RDFN
Redfin Corp

Real Estate
Q3 2018 Filed on Oct 17, 2018
12,786
$17.19 - $25.68 $220K - $328K
AFMD
Affimed N.V.

Healthcare
Q3 2018 Filed on Oct 17, 2018
11,000
$1.45 - $6.15 $16K - $67.7K
SRLN
Ssga Active Trust

ETFs
Q2 2018 Filed on Aug 07, 2018
44,114
N/A
Ubs Ag London Brh
Q2 2018 Filed on Aug 07, 2018
27,374
N/A
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q2 2018 Filed on Aug 07, 2018
37,862
N/A
VFH
Vanguard Financial ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
36,302
N/A
VOX
Vanguard Communication Service

ETFs
Q2 2018 Filed on Aug 07, 2018
7,262
N/A
VHT
Vanguard Health Care ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
2,528
N/A
VAW
Vanguard Materials ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
4,935
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q2 2018 Filed on Aug 07, 2018
12,523
N/A
CMA
Comerica Inc

Financial Services
Q2 2018 Filed on Aug 07, 2018
8,370
$90.92 - $100.31 $761K - $840K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2018 Filed on Aug 07, 2018
9,869
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 07, 2018
14,501
N/A
FDEU
First Trust Dynamic Europe Equity Income Fund

Financial Services
Q2 2018 Filed on Aug 07, 2018
37,880
$15.98 - $18.01 $605K - $682K
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2018 Filed on Aug 07, 2018
14,333
$21.69 - $23.22 $311K - $333K
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2018 Filed on Aug 07, 2018
47,636
N/A
FNI
First Trust Chindia ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
6,934
$37.58 - $41.54 $261K - $288K
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2018 Filed on Aug 07, 2018
27,052
$28.98 - $31.19 $784K - $844K
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2018 Filed on Aug 07, 2018
32,253
$47.77 - $48.3 $1.54M - $1.56M
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q2 2018 Filed on Aug 07, 2018
11,710
N/A
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
9,541
$31.0 - $44.17 $296K - $421K
THD
Ishares Inc Msci Thailand ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
2,425
$82.17 - $100.02 $199K - $243K
EWY
Ishares Inc Msci South Korea E

ETFs
Q2 2018 Filed on Aug 07, 2018
3,530
$66.79 - $76.09 $236K - $269K
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q2 2018 Filed on Aug 07, 2018
5,789
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2018 Filed on Aug 07, 2018
50,815
$62.31 - $66.88 $3.17M - $3.4M
Currencyshares Cdn Dlr Tr
Q2 2018 Filed on Aug 07, 2018
41,299
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 07, 2018
11,279
N/A
AADR
Advisorshares Dorsey Wright Ad

ETFs
Q2 2018 Filed on Aug 07, 2018
6,775
N/A
ALG
Alamo Group Inc

Industrials
Q2 2018 Filed on Aug 07, 2018
2,200
$88.97 - $117.92 $196K - $259K
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