Indie Asset Partners, LLC Closed Holding Positions

Indie Asset Partners, LLC

  • $129 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NIQ
Nuveen Intermediate Duration Quality Municipal Term Fund

Financial Services
Q1 2021 Filed on May 13, 2021
18,000
$14.23 - $14.81 $256K - $267K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
1,987
$222.72 - $270.83 $443K - $538K
DTE
Dte Energy CO

Utilities
Q4 2020 Filed on Feb 09, 2021
2,014
$96.54 - $115.06 $194K - $232K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2020 Filed on Feb 09, 2021
428
$337.32 - $568.34 $144K - $243K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2020 Filed on Feb 09, 2021
112,450
$17.97 - $20.76 $2.02M - $2.33M
KSS
Kohls Corp

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
10,250
$19.37 - $41.33 $199K - $424K
VUG
Vanguard Growth ETF

ETFs
Q4 2020 Filed on Feb 09, 2021
1,047
$220.77 - $253.46 $231K - $265K
Blackrock Fla Mun 2020 Term
Q4 2020 Filed on Feb 09, 2021
35,000
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Nov 13, 2020
4,854
$49.44 - $54.86 $240K - $266K
SHLX
Shell Midstream Partners, L.P.

Energy
Q2 2020 Filed on Aug 12, 2020
11,600
$9.2 - $15.77 $107K - $183K
XLK
Technology Sector Spdr

ETFs
Q2 2020 Filed on Aug 12, 2020
2,750
$76.54 - $104.63 $210K - $288K
Blackrock Mun 2020 Term Tr
Q2 2020 Filed on Aug 12, 2020
10,000
N/A
SPYG
Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 12, 2020
32,391
$34.16 - $45.45 $1.11M - $1.47M
BP
Bp PLC

Energy
Q2 2020 Filed on Aug 12, 2020
8,611
$21.64 - $28.38 $186K - $244K
United States Oil Fund LP
Q2 2020 Filed on Aug 12, 2020
24,500
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2020 Filed on Aug 12, 2020
102,450
$29.44 - $30.48 $3.02M - $3.12M
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
1,004
$193.98 - $272.82 $195K - $274K
Phillips 66 Partners LP
Q2 2020 Filed on Aug 12, 2020
5,850
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
12,500
$48.74 - $50.59 $609K - $632K
Mfa Finl Inc
Q2 2020 Filed on Aug 12, 2020
13,500
N/A
Eqm Midstream Partners LP
Q1 2020 Filed on May 13, 2020
9,350
N/A
GM
General Motors CO

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
5,765
$16.8 - $37.38 $96.9K - $215K
Alps ETF Tr
Q1 2020 Filed on May 13, 2020
15,507
N/A
BA
Boeing CO

Industrials
Q1 2020 Filed on May 13, 2020
1,503
$95.01 - $347.45 $143K - $522K
SRLN
Ssga Active Trust

ETFs
Q1 2020 Filed on May 13, 2020
6,000
$36.06 - $46.8 $216K - $281K
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
7,000
$13.45 - $56.12 $94.2K - $393K
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