Investment Partners, Ltd. Closed Holding Positions

Investment Partners, Ltd.

  • $239 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BNDX
Vanguard Total International B

ETFs
Q2 2022 Filed on Aug 05, 2022
14,480
$48.35 - $52.44 $700K - $759K
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 05, 2022
723
$162.49 - $317.18 $117K - $229K
ES
Eversource Energy

Utilities
Q2 2022 Filed on Aug 05, 2022
2,463
$77.98 - $93.3 $192K - $230K
Saba Capital Income & Oprnt
Q2 2022 Filed on Aug 05, 2022
80,430
N/A
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
384
$30.35 - $72.73 $11.7K - $27.9K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Aug 05, 2022
5,169
$38.85 - $50.6 $201K - $262K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Aug 05, 2022
1,805
$74.69 - $128.97 $135K - $233K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
2,991
$51.78 - $75.76 $155K - $227K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on Apr 22, 2022
3,910
$63.62 - $78.22 $249K - $306K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 04, 2022
5,100
$39.36 - $55.06 $201K - $281K
VFH
Vanguard Financial ETF

ETFs
Q3 2021 Filed on Oct 13, 2021
4,120
$86.32 - $96.09 $356K - $396K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 13, 2021
7,040
$47.19 - $52.38 $332K - $369K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q3 2021 Filed on Oct 13, 2021
5,746
$51.89 - $55.59 $298K - $319K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 13, 2021
6,178
$86.96 - $95.19 $537K - $588K
CMI
Cummins Inc

Industrials
Q2 2021 Filed on Jul 15, 2021
1,546
$233.0 - $270.74 $360K - $419K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2021 Filed on Jul 15, 2021
4,598
$47.97 - $53.8 $221K - $247K
Voya Prime Rate Tr
Q2 2021 Filed on Jul 15, 2021
80,430
N/A
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
1,655
$187.46 - $200.73 $310K - $332K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2021 Filed on May 06, 2021
1,863
$155.83 - $173.21 $290K - $323K
Tiffany & CO New
Q1 2021 Filed on May 06, 2021
3,200
N/A
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2021 Filed on May 06, 2021
2,382
$125.66 - $149.17 $299K - $355K
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2020 Filed on Jan 19, 2021
3,916
$54.96 - $61.3 $215K - $240K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
1,100
$264.77 - $305.71 $291K - $336K
PPG
Ppg Industries Inc

Basic Materials
Q3 2020 Filed on Nov 09, 2020
2,316
$105.08 - $130.21 $243K - $302K
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 09, 2020
1,610
$206.85 - $237.74 $333K - $383K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2020 Filed on Nov 09, 2020
935
$215.95 - $298.0 $202K - $279K
VDE
Vanguard Energy ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
4,080
$40.31 - $52.03 $164K - $212K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2020 Filed on Aug 06, 2020
26,000
$10.5 - $12.46 $273K - $324K
United Technologies Corp
Q2 2020 Filed on Aug 06, 2020
2,957
N/A
TMST
Timken Steel Corp

Basic Materials
Q2 2020 Filed on Aug 06, 2020
10,746
$2.26 - $4.82 $24.3K - $51.8K
IEMG
Ishares Inc

ETFs
Q2 2020 Filed on Aug 06, 2020
49,306
$38.83 - $49.26 $1.91M - $2.43M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q2 2020 Filed on Aug 06, 2020
15,695
$37.3 - $42.68 $585K - $670K
Alps ETF Tr
Q2 2020 Filed on Aug 06, 2020
11,050
N/A
General Electric CO
Q2 2020 Filed on Aug 06, 2020
10,068
N/A
DTE
Dte Energy CO

Utilities
Q2 2020 Filed on Aug 06, 2020
2,368
$74.15 - $99.92 $176K - $237K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q1 2020 Filed on Apr 29, 2020
7,098
$22.46 - $34.72 $159K - $246K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
3,656
$19.31 - $29.54 $70.6K - $108K
MFC
Manulife Financial Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
14,003
$8.9 - $21.14 $125K - $296K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2020 Filed on Apr 29, 2020
4,036
$36.77 - $59.64 $148K - $241K
PRN
Invesco Dwa Industrials Moment

ETFs
Q1 2020 Filed on Apr 29, 2020
3,961
$47.32 - $74.25 $187K - $294K
IYE
Ishares Tr

ETFs
Q4 2019 Filed on Jan 31, 2020
11,972
$29.95 - $32.92 $359K - $394K
ORI
Old Republic International Corp

Financial Services
Q4 2019 Filed on Jan 31, 2020
13,211
$22.06 - $24.07 $291K - $318K
Harris Corp Del
Q3 2019 Filed on Oct 17, 2019
1,732
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2019 Filed on Oct 17, 2019
2,216
$114.63 - $118.1 $254K - $262K
United States Oil Fund LP
Q3 2019 Filed on Oct 17, 2019
22,000
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 30, 2019
21,548
N/A
EMB
Ishares Tr

ETFs
Q1 2019 Filed on May 03, 2019
2,329
$103.91 - $110.19 $242K - $257K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2018 Filed on Jan 15, 2019
1,107
$43.46 - $52.72 $48.1K - $58.4K
IFV
First Trust Dorsey Wright Inte

ETFs
Q4 2018 Filed on Jan 15, 2019
8,559
$16.87 - $20.34 $144K - $174K
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