Interactive Financial Advisors Closed Holding Positions

Interactive Financial Advisors

  • $187 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2022 Filed on Aug 10, 2022
216
$402.57 - $493.76 $87K - $107K
OXY
Occidental Petroleum Corp

Energy
Q2 2022 Filed on Aug 10, 2022
715
$54.82 - $70.86 $39.2K - $50.7K
GOOGL
Alphabet Inc.

Communication Services
Q2 2022 Filed on Aug 10, 2022
451
$105.81 - $142.97 $47.7K - $64.5K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2022 Filed on Aug 10, 2022
3,081
$43.05 - $55.03 $133K - $170K
PAA
Plains All American Pipeline LP

Energy
Q2 2022 Filed on Aug 10, 2022
4,677
$9.59 - $11.98 $44.9K - $56K
ET
Energy Transfer LP

Energy
Q2 2022 Filed on Aug 10, 2022
5,916
$9.79 - $12.31 $57.9K - $72.8K
SNOW
Snowflake Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
75
$113.3 - $241.23 $8.5K - $18.1K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
1,070
$89.03 - $109.02 $95.3K - $117K
GNR
Spdr S&P Global Natural Resour

ETFs
Q2 2022 Filed on Aug 10, 2022
1,749
$51.31 - $65.28 $89.7K - $114K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
15
$131.59 - $186.64 $1.97K - $2.8K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 09, 2022
10
$51.26 - $136.31 $513 - $1.36K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on May 09, 2022
20
$190.54 - $255.46 $3.81K - $5.11K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
20
$126.46 - $235.05 $2.53K - $4.7K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
1,741
$186.63 - $338.54 $325K - $589K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 09, 2022
5,966
$331.01 - $597.37 $1.97M - $3.56M
Goldman Sachs Fsq Treasury Instruments Fund Inst'L Class (Govt)
Q1 2022 Filed on May 09, 2022
1,058
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2022 Filed on May 09, 2022
20
$46.13 - $65.16 $923 - $1.3K
SRLN
Ssga Active Trust

ETFs
Q1 2022 Filed on May 09, 2022
17,071
$43.97 - $45.84 $751K - $783K
FVRR
Fiverr International Ltd.

Communication Services
Q1 2022 Filed on May 09, 2022
10
$58.34 - $109.5 $583 - $1.1K
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on May 09, 2022
125
$5.7 - $9.3 $713 - $1.16K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2022 Filed on May 09, 2022
1,026
$78.1 - $87.35 $80.1K - $89.6K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q1 2022 Filed on May 09, 2022
15
$156.77 - $227.08 $2.35K - $3.41K
Guaranteed Fixed Interest Fund Iii Adv
Q1 2022 Filed on May 09, 2022
1,187
N/A
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q4 2021 Filed on Feb 11, 2022
33
$23.27 - $32.08 $768 - $1.06K
Universal Health Rlty Tr Sbi
Q4 2021 Filed on Feb 11, 2022
560
N/A
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
600
$5.67 - $5.88 $3.4K - $3.53K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
118,712
$34.95 - $37.35 $4.15M - $4.43M
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2021 Filed on Nov 09, 2021
133
$14.39 - $20.62 $1.91K - $2.74K
Ishares Comex Gold Tr Ishares
Q2 2021 Filed on Jul 30, 2021
28,032
N/A
QLVE
Flexshares Emerging Mkts Quali

ETFs
Q1 2021 Filed on May 11, 2021
1,007
$26.6 - $28.73 $26.8K - $28.9K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2021 Filed on May 11, 2021
11
$142.73 - $156.84 $1.57K - $1.73K
LBTYK
Liberty Global PLC

Communication Services
Q1 2021 Filed on May 11, 2021
90
$23.53 - $26.56 $2.12K - $2.39K
SLM
Slm Corp

Financial Services
Q4 2020 Filed on Jan 21, 2021
500
$8.14 - $12.45 $4.07K - $6.23K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
5,901
$222.0 - $317.14 $1.31M - $1.87M
FXI
Ishares Tr

ETFs
Q4 2020 Filed on Jan 21, 2021
262,083
$42.03 - $48.62 $11M - $12.7M
CRON
Cronos Group Inc.

Healthcare
Q4 2020 Filed on Jan 21, 2021
281
$5.0 - $8.85 $1.41K - $2.49K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2020 Filed on Oct 29, 2020
250
$231.04 - $500.53 $57.8K - $125K
Harbor Small Cap Value Fund Inst'L Class
Q1 2020 Filed on May 05, 2020
392
N/A
Invesco S&P 500 Index Fund Class A
Q1 2020 Filed on May 05, 2020
191
N/A
Vanguard Selected Value Fund Investor Class
Q1 2020 Filed on May 05, 2020
50,098
N/A
American Funds Amcap Fund Class F 3
Q1 2020 Filed on May 05, 2020
40,667
N/A
Dodge & Cox Stock Fund
Q1 2020 Filed on May 05, 2020
7,059
N/A
Harbor Capital Appreciation Fund Inst'L Class
Q1 2020 Filed on May 05, 2020
18,168
N/A
Fidelity Contrafund Retail Class
Q1 2020 Filed on May 05, 2020
98,917
N/A
Fidelity 500 Index Fund Institutional Premium Class
Q1 2020 Filed on May 05, 2020
142
N/A
Invesco Bric ETF
Q1 2020 Filed on May 05, 2020
440
N/A
Advisors Preferred Trust The Gold Bullion Strategy Fund Investor Class
Q1 2020 Filed on May 05, 2020
30,478
N/A
Merk Hard Currency Fund Inv Class
Q1 2020 Filed on May 05, 2020
67,146
N/A
Allstate Corporation
Q4 2019 Filed on Jan 27, 2020
2,376
N/A
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