Iron Horse Wealth Management, LLC Closed Holding Positions

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
Q2 2024 Filed on Jul 22, 2024
1
$50.44 - $50.7 $50.4 - $50.7
EMB
Ishares Tr

ETFs
Q2 2024 Filed on Jul 22, 2024
1
$86.66 - $89.88 $86.7 - $89.9
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
50
$7.89 - $17.88 $395 - $894
CSX
Csx Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
258
$28.71 - $36.3 $7.41K - $9.37K
GATX
Gatx Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
150
$91.99 - $121.8 $13.8K - $18.3K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2022 Filed on Aug 04, 2022
73
$13.26 - $16.75 $968 - $1.22K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Aug 04, 2022
77
$32.71 - $40.34 $2.52K - $3.11K
SAN
Banco Santander, S.A.

Financial Services
Q2 2022 Filed on Aug 04, 2022
11,654
$2.7 - $3.49 $31.5K - $40.7K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2022 Filed on Aug 04, 2022
2,280
$14.57 - $17.56 $33.2K - $40K
VDE
Vanguard Energy ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
200
$97.94 - $128.99 $19.6K - $25.8K
DXC
Dxc Technology CO

Technology
Q2 2022 Filed on Aug 04, 2022
6
$27.55 - $35.69 $165 - $214
Draftkings Inc
Q2 2022 Filed on Aug 04, 2022
47
N/A
UCO
Pro Shares Trust Ii

ETFs
Q2 2022 Filed on Aug 04, 2022
24
$37.81 - $55.49 $907 - $1.33K
Invesco Mortgage Capital Inc
Q1 2022 Filed on Apr 11, 2022
286
N/A
DQ
Daqo New Energy Corp.

Technology
Q1 2022 Filed on Apr 11, 2022
26
$35.72 - $52.39 $929 - $1.36K
NEO
Neogenomics Inc

Healthcare
Q1 2022 Filed on Apr 11, 2022
17
$12.15 - $35.28 $207 - $600
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on Apr 11, 2022
7
$10.43 - $18.53 $73 - $130
PII
Polaris Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 11, 2022
7
$103.73 - $126.73 $726 - $887
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 11, 2022
28
$2.83 - $8.69 $79.2 - $243
WY
Weyerhaeuser CO

Real Estate
Q1 2022 Filed on Apr 11, 2022
2
$37.28 - $42.57 $74.6 - $85.1
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2022 Filed on Apr 11, 2022
1,119
$50.05 - $53.52 $56K - $59.9K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2022 Filed on Apr 11, 2022
24
$151.25 - $169.21 $3.63K - $4.06K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 11, 2022
200
$44.64 - $55.71 $8.93K - $11.1K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
Q1 2022 Filed on Apr 11, 2022
14
$3.11 - $6.26 $43.5 - $87.6
Renewable Energy Group Inc
Q1 2022 Filed on Apr 11, 2022
10
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2022 Filed on Apr 11, 2022
7
$93.62 - $102.34 $655 - $716
GAN
Gan LTD

Consumer Cyclical
Q1 2022 Filed on Apr 11, 2022
258
$4.64 - $9.25 $1.2K - $2.39K
CPB
Campbell Soup CO

Consumer Defensive
Q4 2021 Filed on Jan 19, 2022
250
$39.91 - $44.18 $9.98K - $11K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
2
$181.81 - $285.66 $364 - $571
TTD
Trade Desk, Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
10
$66.03 - $111.64 $660 - $1.12K
APPN
Appian Corp

Technology
Q4 2021 Filed on Jan 19, 2022
4
$65.21 - $103.39 $261 - $414
GSK
Gsk PLC

Healthcare
Q4 2021 Filed on Jan 19, 2022
65
$38.88 - $45.31 $2.53K - $2.95K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
10
$12.55 - $25.53 $126 - $255
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Jan 19, 2022
2
$544.41 - $726.75 $1.09K - $1.45K
LMND
Lemonade, Inc.

Financial Services
Q4 2021 Filed on Jan 19, 2022
6
$39.64 - $72.06 $238 - $432
SKLZ
Skillz Inc.

Communication Services
Q4 2021 Filed on Jan 19, 2022
20
$7.19 - $12.5 $144 - $250
General Electric CO
Q3 2021 Filed on Oct 06, 2021
13,765
N/A
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 06, 2021
110
$2.26 - $2.86 $249 - $315
OCX
Oncocyte Corp

Healthcare
Q3 2021 Filed on Oct 06, 2021
5
$3.53 - $5.89 $17.7 - $29.5
AGE
Age X Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 06, 2021
11
$0.93 - $1.54 $10.2 - $16.9
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 06, 2021
19
$155.35 - $165.12 $2.95K - $3.14K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2021 Filed on Jul 23, 2021
13
$125.2 - $128.01 $1.63K - $1.66K
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q2 2021 Filed on Jul 23, 2021
564
$9.93 - $11.14 $5.6K - $6.28K
OCGN
Ocugen, Inc.

Healthcare
Q2 2021 Filed on Jul 23, 2021
15
$5.52 - $15.68 $82.8 - $235
Churchill Capital Corp Iv
Q2 2021 Filed on Jul 23, 2021
122
N/A
Perspecta Inc
Q2 2021 Filed on Jul 23, 2021
3
N/A
BTWN
Bridgetown Holdings LTD

Financial Services
Q2 2021 Filed on Jul 23, 2021
227
$9.94 - $12.11 $2.26K - $2.75K
Spdr Index Shs Fds
Q1 2021 Filed on Apr 13, 2021
61
N/A
Foley Trasimene Acquisition
Q1 2021 Filed on Apr 13, 2021
126
N/A
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